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
1901
$2.84K ﹤0.01%
+96
1902
$2.83K ﹤0.01%
141
1903
$2.82K ﹤0.01%
172
+151
1904
$2.81K ﹤0.01%
+220
1905
$2.81K ﹤0.01%
38
-7
1906
$2.81K ﹤0.01%
264
+138
1907
$2.8K ﹤0.01%
55
1908
$2.79K ﹤0.01%
104
+53
1909
$2.77K ﹤0.01%
94
+47
1910
$2.77K ﹤0.01%
531
+275
1911
$2.77K ﹤0.01%
16
1912
$2.76K ﹤0.01%
21
-63
1913
$2.75K ﹤0.01%
+48
1914
$2.75K ﹤0.01%
218
1915
$2.74K ﹤0.01%
22
1916
$2.74K ﹤0.01%
146
1917
$2.74K ﹤0.01%
23
+13
1918
$2.72K ﹤0.01%
31
+28
1919
$2.7K ﹤0.01%
11
+4
1920
$2.68K ﹤0.01%
33
+18
1921
$2.68K ﹤0.01%
99
-61
1922
$2.68K ﹤0.01%
35
-13
1923
$2.67K ﹤0.01%
47
-11
1924
$2.66K ﹤0.01%
12
-2
1925
$2.66K ﹤0.01%
112
+55
75 76
77
78 79