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
2176
$1.06K ﹤0.01%
28
+22
2177
$1.06K ﹤0.01%
23
2178
$1.06K ﹤0.01%
50
-123
2179
$1.06K ﹤0.01%
14
2180
$1.06K ﹤0.01%
16
2181
$1.06K ﹤0.01%
4
2182
$1.06K ﹤0.01%
+813
2183
$1.05K ﹤0.01%
+21
2184
$1.05K ﹤0.01%
267
+266
2185
$1.05K ﹤0.01%
+14
2186
$1.05K ﹤0.01%
16
-15
2187
$1.05K ﹤0.01%
+34
2188
$1.05K ﹤0.01%
+77
2189
$1.05K ﹤0.01%
+79
2190
$1.04K ﹤0.01%
28
2191
$1.04K ﹤0.01%
+826
2192
$1.04K ﹤0.01%
+49
2193
$1.04K ﹤0.01%
46
2194
$1.04K ﹤0.01%
85
-347
2195
$1.03K ﹤0.01%
+143
2196
$1.03K ﹤0.01%
+7
2197
$1.03K ﹤0.01%
+35
2198
$1.03K ﹤0.01%
140
2199
$1.03K ﹤0.01%
+24
2200
$1.03K ﹤0.01%
500
86 87
88
89 90