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
2201
$1.03K ﹤0.01%
37
2202
$1.03K ﹤0.01%
79
+20
2203
$1.03K ﹤0.01%
+83
2204
$1.03K ﹤0.01%
37
-47
2205
$1.02K ﹤0.01%
+14
2206
$1.02K ﹤0.01%
7
+1
2207
$1.02K ﹤0.01%
+91
2208
$1.02K ﹤0.01%
+64
2209
$1.02K ﹤0.01%
27
+2
2210
$1.02K ﹤0.01%
+83
2211
$1.02K ﹤0.01%
40
2212
$1.01K ﹤0.01%
+22
2213
$1.01K ﹤0.01%
+18
2214
$1.01K ﹤0.01%
+29
2215
$1.01K ﹤0.01%
+19
2216
$1.01K ﹤0.01%
+165
2217
$1K ﹤0.01%
60
2218
$1K ﹤0.01%
19
-27
2219
$1K ﹤0.01%
59
2220
$999 ﹤0.01%
85
+53
2221
$996 ﹤0.01%
23
2222
$992 ﹤0.01%
+3
2223
$986 ﹤0.01%
+46
2224
$981 ﹤0.01%
+74
2225
$980 ﹤0.01%
+24
87 88
89
90 91