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
1951
$2.46K ﹤0.01%
+100
1952
$2.45K ﹤0.01%
119
+95
1953
$2.45K ﹤0.01%
95
1954
$2.44K ﹤0.01%
120
1955
$2.42K ﹤0.01%
96
1956
$2.4K ﹤0.01%
60
-182
1957
$2.37K ﹤0.01%
+365
1958
$2.36K ﹤0.01%
67
1959
$2.35K ﹤0.01%
8
-2
1960
$2.34K ﹤0.01%
10
1961
$2.32K ﹤0.01%
+123
1962
$2.32K ﹤0.01%
+151
1963
$2.32K ﹤0.01%
49
1964
$2.31K ﹤0.01%
121
-159
1965
$2.28K ﹤0.01%
+124
1966
$2.28K ﹤0.01%
47
1967
$2.24K ﹤0.01%
54
1968
$2.24K ﹤0.01%
20
1969
$2.24K ﹤0.01%
150
1970
$2.21K ﹤0.01%
+92
1971
$2.2K ﹤0.01%
+27
1972
$2.19K ﹤0.01%
+195
1973
$2.19K ﹤0.01%
+24
1974
$2.17K ﹤0.01%
226
-17
1975
$2.17K ﹤0.01%
13
77 78
79
80 81