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
2226
$979 ﹤0.01%
40
2227
$978 ﹤0.01%
+2,444
2228
$977 ﹤0.01%
+195
2229
$976 ﹤0.01%
+23
2230
$976 ﹤0.01%
46
2231
$975 ﹤0.01%
95
2232
$975 ﹤0.01%
+32
2233
$974 ﹤0.01%
43
+4
2234
$974 ﹤0.01%
64
-80
2235
$968 ﹤0.01%
250
2236
$965 ﹤0.01%
13
2237
$964 ﹤0.01%
+136
2238
$964 ﹤0.01%
+311
2239
$962 ﹤0.01%
33
2240
$961 ﹤0.01%
+62
2241
$957 ﹤0.01%
22
2242
$956 ﹤0.01%
187
+122
2243
$955 ﹤0.01%
+21
2244
$953 ﹤0.01%
+233
2245
$951 ﹤0.01%
+58
2246
$951 ﹤0.01%
40
2247
$949 ﹤0.01%
115
2248
$948 ﹤0.01%
+130
2249
$944 ﹤0.01%
+36
2250
$943 ﹤0.01%
11
88 89
90
91 92