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
2276
$889 ﹤0.01%
+16
2277
$886 ﹤0.01%
+428
2278
$884 ﹤0.01%
13
-144
2279
$883 ﹤0.01%
453
+442
2280
$877 ﹤0.01%
+145
2281
$874 ﹤0.01%
11
2282
$872 ﹤0.01%
+32
2283
$872 ﹤0.01%
63
-145
2284
$863 ﹤0.01%
110
2285
$858 ﹤0.01%
27
-104
2286
$846 ﹤0.01%
33
-75
2287
$843 ﹤0.01%
66
-56
2288
$842 ﹤0.01%
42
-47
2289
$838 ﹤0.01%
+114
2290
$833 ﹤0.01%
+448
2291
$825 ﹤0.01%
14
2292
$823 ﹤0.01%
42
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2293
$823 ﹤0.01%
44
2294
$818 ﹤0.01%
16
-22
2295
$818 ﹤0.01%
8
-13
2296
$818 ﹤0.01%
12
-12
2297
$816 ﹤0.01%
199
-502
2298
$813 ﹤0.01%
29
-52
2299
$806 ﹤0.01%
90
2300
$805 ﹤0.01%
38
-142
90 91
92
93 94