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
2101
$1.43K ﹤0.01%
600
2102
$1.43K ﹤0.01%
86
+31
2103
$1.43K ﹤0.01%
23
+14
2104
$1.43K ﹤0.01%
10
+2
2105
$1.43K ﹤0.01%
+116
2106
$1.43K ﹤0.01%
47
2107
$1.42K ﹤0.01%
41
-17
2108
$1.41K ﹤0.01%
+38
2109
$1.41K ﹤0.01%
+77
2110
$1.4K ﹤0.01%
76
-326
2111
$1.4K ﹤0.01%
+52
2112
$1.39K ﹤0.01%
86
2113
$1.39K ﹤0.01%
140
-247
2114
$1.38K ﹤0.01%
29
-11
2115
$1.37K ﹤0.01%
35
2116
$1.37K ﹤0.01%
22
2117
$1.37K ﹤0.01%
+29
2118
$1.35K ﹤0.01%
28
-281
2119
$1.35K ﹤0.01%
30
2120
$1.35K ﹤0.01%
46
-326
2121
$1.34K ﹤0.01%
+30
2122
$1.33K ﹤0.01%
10
-3
2123
$1.32K ﹤0.01%
31
2124
$1.31K ﹤0.01%
100
2125
$1.31K ﹤0.01%
201
-1,000
83 84
85
86 87