EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$943M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,732
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.23M
3
+$4.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.71M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$3.62M

Top Sells

1
+$4.04M
2
+$1.88M
3
+$1.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$914K
5
VT icon
Vanguard Total World Stock ETF
VT
+$751K

Sector Composition

1 Technology 10.56%
2 Financials 6.57%
3 Consumer Discretionary 6.45%
4 Industrials 4.63%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$3.09K ﹤0.01%
126
1877
$3.09K ﹤0.01%
24
-5
1878
$3.07K ﹤0.01%
51
1879
$3.07K ﹤0.01%
46
1880
$3.04K ﹤0.01%
95
-38
1881
$3.04K ﹤0.01%
100
1882
$3.03K ﹤0.01%
105
1883
$3.03K ﹤0.01%
358
1884
$3.03K ﹤0.01%
100
1885
$3K ﹤0.01%
516
+347
1886
$3K ﹤0.01%
86
1887
$2.94K ﹤0.01%
603
1888
$2.94K ﹤0.01%
24
1889
$2.94K ﹤0.01%
112
+11
1890
$2.92K ﹤0.01%
114
1891
$2.92K ﹤0.01%
18
+3
1892
$2.91K ﹤0.01%
302
1893
$2.9K ﹤0.01%
121
+19
1894
$2.89K ﹤0.01%
42
-383
1895
$2.87K ﹤0.01%
655
1896
$2.87K ﹤0.01%
51
1897
$2.86K ﹤0.01%
82
1898
$2.85K ﹤0.01%
80
+24
1899
$2.85K ﹤0.01%
32
1900
$2.85K ﹤0.01%
66
74 75
76
77 78