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
2001
$2K ﹤0.01%
50
2002
$2K ﹤0.01%
19
2003
$1.99K ﹤0.01%
87
-74
2004
$1.99K ﹤0.01%
22
2005
$1.98K ﹤0.01%
125
2006
$1.97K ﹤0.01%
197
-115
2007
$1.96K ﹤0.01%
33
-8
2008
$1.96K ﹤0.01%
+256
2009
$1.95K ﹤0.01%
+41
2010
$1.94K ﹤0.01%
33
-8
2011
$1.93K ﹤0.01%
87
2012
$1.93K ﹤0.01%
19
-5
2013
$1.92K ﹤0.01%
55
-64
2014
$1.92K ﹤0.01%
85
2015
$1.92K ﹤0.01%
127
2016
$1.92K ﹤0.01%
146
2017
$1.91K ﹤0.01%
158
2018
$1.91K ﹤0.01%
23
2019
$1.91K ﹤0.01%
25
+13
2020
$1.9K ﹤0.01%
232
2021
$1.89K ﹤0.01%
137
2022
$1.89K ﹤0.01%
+20
2023
$1.86K ﹤0.01%
+228
2024
$1.86K ﹤0.01%
75
2025
$1.86K ﹤0.01%
100
79 80
81
82 83