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
2126
$1.29K ﹤0.01%
295
2127
$1.29K ﹤0.01%
100
-364
2128
$1.29K ﹤0.01%
+8
2129
$1.29K ﹤0.01%
43
2130
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41
+25
2131
$1.26K ﹤0.01%
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2132
$1.26K ﹤0.01%
32
-30
2133
$1.26K ﹤0.01%
129
2134
$1.26K ﹤0.01%
+115
2135
$1.25K ﹤0.01%
4
2136
$1.25K ﹤0.01%
+180
2137
$1.25K ﹤0.01%
14
-93
2138
$1.25K ﹤0.01%
175
2139
$1.24K ﹤0.01%
+75
2140
$1.24K ﹤0.01%
9
2141
$1.23K ﹤0.01%
659
-1,576
2142
$1.22K ﹤0.01%
+41
2143
$1.22K ﹤0.01%
47
+9
2144
$1.21K ﹤0.01%
16
-4
2145
$1.21K ﹤0.01%
16
2146
$1.21K ﹤0.01%
24
2147
$1.2K ﹤0.01%
+259
2148
$1.19K ﹤0.01%
+852
2149
$1.19K ﹤0.01%
196
+98
2150
$1.18K ﹤0.01%
65
84 85
86
87 88