EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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 10.55%
2 Financials 6.58%
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
$886 ﹤0.01%
+428
2277
$884 ﹤0.01%
13
-144
2278
$883 ﹤0.01%
453
+442
2279
$877 ﹤0.01%
+145
2280
$874 ﹤0.01%
11
2281
$872 ﹤0.01%
+32
2282
$872 ﹤0.01%
63
-145
2283
$863 ﹤0.01%
110
2284
$858 ﹤0.01%
27
-104
2285
$846 ﹤0.01%
33
-75
2286
$843 ﹤0.01%
66
-56
2287
$842 ﹤0.01%
42
-47
2288
$838 ﹤0.01%
+114
2289
$833 ﹤0.01%
+448
2290
$825 ﹤0.01%
14
2291
$823 ﹤0.01%
42
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2292
$823 ﹤0.01%
44
2293
$818 ﹤0.01%
16
-22
2294
$818 ﹤0.01%
8
-13
2295
$818 ﹤0.01%
12
-12
2296
$816 ﹤0.01%
199
-502
2297
$813 ﹤0.01%
29
-52
2298
$806 ﹤0.01%
90
2299
$805 ﹤0.01%
38
-142
2300
$803 ﹤0.01%
11
90 91
92
93 94