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
2051
$1.74K ﹤0.01%
20
2052
$1.73K ﹤0.01%
+11
2053
$1.73K ﹤0.01%
57
-26
2054
$1.73K ﹤0.01%
+932
2055
$1.72K ﹤0.01%
33
-55
2056
$1.71K ﹤0.01%
+69
2057
$1.71K ﹤0.01%
50
-27
2058
$1.71K ﹤0.01%
55
2059
$1.7K ﹤0.01%
+87
2060
$1.7K ﹤0.01%
200
2061
$1.7K ﹤0.01%
+79
2062
$1.69K ﹤0.01%
+30
2063
$1.69K ﹤0.01%
+454
2064
$1.69K ﹤0.01%
121
2065
$1.69K ﹤0.01%
414
-24
2066
$1.68K ﹤0.01%
50
2067
$1.68K ﹤0.01%
+24
2068
$1.67K ﹤0.01%
32
+14
2069
$1.65K ﹤0.01%
94
2070
$1.65K ﹤0.01%
235
2071
$1.64K ﹤0.01%
49
-1
2072
$1.64K ﹤0.01%
+42
2073
$1.63K ﹤0.01%
70
-175
2074
$1.63K ﹤0.01%
+51
2075
$1.62K ﹤0.01%
315
81 82
83
84 85