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
201
$635K 0.07%
8,146
+291
202
$633K 0.07%
5,197
-345
203
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3,103
+64
204
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7,148
-2,785
205
$613K 0.07%
12,852
-609
206
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12,484
-3,417
207
$613K 0.07%
18,824
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208
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-309
209
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22,317
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210
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211
$588K 0.06%
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212
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5,141
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213
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25,104
+14,824
214
$568K 0.06%
4,647
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216
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217
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23,060
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218
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21,912
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219
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9,772
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220
$541K 0.06%
8,803
221
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1,317
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222
$536K 0.06%
12,893
+27
223
$530K 0.06%
1,490
+7
224
$527K 0.06%
3,434
+23
225
$525K 0.06%
11,867
+593
7 8
9
10 11