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
2251
$941 ﹤0.01%
+29
2252
$939 ﹤0.01%
28
2253
$936 ﹤0.01%
23
-9
2254
$935 ﹤0.01%
+104
2255
$934 ﹤0.01%
+179
2256
$932 ﹤0.01%
50
2257
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+107
2258
$930 ﹤0.01%
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2259
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20
2260
$927 ﹤0.01%
26
-66
2261
$924 ﹤0.01%
23
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2262
$924 ﹤0.01%
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2263
$922 ﹤0.01%
+137
2264
$921 ﹤0.01%
+87
2265
$920 ﹤0.01%
32
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2266
$913 ﹤0.01%
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2267
$913 ﹤0.01%
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2268
$908 ﹤0.01%
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2269
$904 ﹤0.01%
+10
2270
$904 ﹤0.01%
+116
2271
$901 ﹤0.01%
15
+3
2272
$901 ﹤0.01%
54
-219
2273
$893 ﹤0.01%
+28
2274
$893 ﹤0.01%
10
2275
$892 ﹤0.01%
55
89 90
91
92 93