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
2301
$803 ﹤0.01%
11
2302
$787 ﹤0.01%
12
-21
2303
$787 ﹤0.01%
46
2304
$784 ﹤0.01%
83
-358
2305
$782 ﹤0.01%
8
-7
2306
$781 ﹤0.01%
49
2307
$765 ﹤0.01%
100
2308
$764 ﹤0.01%
70
+45
2309
$762 ﹤0.01%
25
-10
2310
$760 ﹤0.01%
29
2311
$753 ﹤0.01%
10
2312
$749 ﹤0.01%
28
2313
$749 ﹤0.01%
13
2314
$747 ﹤0.01%
15
2315
$746 ﹤0.01%
+58
2316
$744 ﹤0.01%
64
-14
2317
$741 ﹤0.01%
30
2318
$731 ﹤0.01%
10
2319
$724 ﹤0.01%
100
2320
$711 ﹤0.01%
89
+83
2321
$708 ﹤0.01%
100
2322
$707 ﹤0.01%
+22
2323
$703 ﹤0.01%
3
2324
$693 ﹤0.01%
49
2325
$689 ﹤0.01%
50
91 92
93
94 95