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
1926
$2.64K ﹤0.01%
50
+25
1927
$2.64K ﹤0.01%
61
+18
1928
$2.64K ﹤0.01%
172
+31
1929
$2.63K ﹤0.01%
15
1930
$2.63K ﹤0.01%
13
1931
$2.62K ﹤0.01%
117
-160
1932
$2.61K ﹤0.01%
+48
1933
$2.6K ﹤0.01%
157
+121
1934
$2.6K ﹤0.01%
92
1935
$2.58K ﹤0.01%
314
-354
1936
$2.57K ﹤0.01%
71
1937
$2.57K ﹤0.01%
+93
1938
$2.57K ﹤0.01%
43
-12
1939
$2.57K ﹤0.01%
159
+124
1940
$2.56K ﹤0.01%
+370
1941
$2.55K ﹤0.01%
26
1942
$2.54K ﹤0.01%
14
+8
1943
$2.54K ﹤0.01%
+139
1944
$2.54K ﹤0.01%
123
+22
1945
$2.54K ﹤0.01%
86
+4
1946
$2.53K ﹤0.01%
138
1947
$2.52K ﹤0.01%
77
+39
1948
$2.52K ﹤0.01%
20
+2
1949
$2.48K ﹤0.01%
233
+85
1950
$2.46K ﹤0.01%
142
+96
76 77
78
79 80