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
1976
$2.17K ﹤0.01%
24
+8
1977
$2.17K ﹤0.01%
2
1978
$2.16K ﹤0.01%
9
+8
1979
$2.15K ﹤0.01%
174
1980
$2.14K ﹤0.01%
104
1981
$2.14K ﹤0.01%
+170
1982
$2.13K ﹤0.01%
+351
1983
$2.13K ﹤0.01%
182
+47
1984
$2.12K ﹤0.01%
19
+16
1985
$2.11K ﹤0.01%
119
+19
1986
$2.11K ﹤0.01%
33
+15
1987
$2.11K ﹤0.01%
128
1988
$2.1K ﹤0.01%
82
1989
$2.09K ﹤0.01%
+17
1990
$2.09K ﹤0.01%
+124
1991
$2.08K ﹤0.01%
161
+91
1992
$2.08K ﹤0.01%
138
-349
1993
$2.06K ﹤0.01%
41
1994
$2.05K ﹤0.01%
34
-16
1995
$2.04K ﹤0.01%
123
1996
$2.03K ﹤0.01%
190
+47
1997
$2.03K ﹤0.01%
30
+7
1998
$2.02K ﹤0.01%
31
1999
$2.02K ﹤0.01%
279
+73
2000
$2.01K ﹤0.01%
245
-272
78 79
80
81 82