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
2026
$1.85K ﹤0.01%
483
-1,467
2027
$1.85K ﹤0.01%
+181
2028
$1.85K ﹤0.01%
53
2029
$1.84K ﹤0.01%
11
2030
$1.83K ﹤0.01%
+42
2031
$1.83K ﹤0.01%
371
2032
$1.82K ﹤0.01%
4
+1
2033
$1.82K ﹤0.01%
7
+4
2034
$1.81K ﹤0.01%
+55
2035
$1.81K ﹤0.01%
89
2036
$1.81K ﹤0.01%
113
-49
2037
$1.8K ﹤0.01%
+56
2038
$1.8K ﹤0.01%
24
2039
$1.8K ﹤0.01%
106
-37
2040
$1.8K ﹤0.01%
+106
2041
$1.79K ﹤0.01%
+47
2042
$1.79K ﹤0.01%
9
+3
2043
$1.78K ﹤0.01%
+97
2044
$1.78K ﹤0.01%
88
-7
2045
$1.78K ﹤0.01%
232
+138
2046
$1.76K ﹤0.01%
+50
2047
$1.75K ﹤0.01%
249
+71
2048
$1.74K ﹤0.01%
+184
2049
$1.74K ﹤0.01%
18
2050
$1.74K ﹤0.01%
145
-291
80 81
82
83 84