EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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 10.55%
2 Financials 6.58%
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
2076
$1.62K ﹤0.01%
10
-21
2077
$1.59K ﹤0.01%
21
2078
$1.59K ﹤0.01%
21
2079
$1.59K ﹤0.01%
9
2080
$1.58K ﹤0.01%
+182
2081
$1.58K ﹤0.01%
27
-29
2082
$1.56K ﹤0.01%
4
-72
2083
$1.55K ﹤0.01%
+302
2084
$1.55K ﹤0.01%
49
2085
$1.54K ﹤0.01%
9
-1
2086
$1.53K ﹤0.01%
30
+1
2087
$1.51K ﹤0.01%
56
+1
2088
$1.5K ﹤0.01%
11
-5
2089
$1.5K ﹤0.01%
+194
2090
$1.5K ﹤0.01%
10
2091
$1.5K ﹤0.01%
36
-135
2092
$1.49K ﹤0.01%
+1,551
2093
$1.48K ﹤0.01%
68
2094
$1.47K ﹤0.01%
1,095
-1,121
2095
$1.46K ﹤0.01%
49
-330
2096
$1.46K ﹤0.01%
+225
2097
$1.45K ﹤0.01%
20
2098
$1.45K ﹤0.01%
25
2099
$1.44K ﹤0.01%
168
2100
$1.44K ﹤0.01%
158
+71
82 83
84
85 86