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
2326
$683 ﹤0.01%
6
2327
$677 ﹤0.01%
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-4
2328
$675 ﹤0.01%
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+2
2329
$662 ﹤0.01%
10
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2331
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2332
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2334
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2335
$631 ﹤0.01%
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2336
$618 ﹤0.01%
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2337
$616 ﹤0.01%
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2338
$602 ﹤0.01%
8
2339
$599 ﹤0.01%
+7
2340
$593 ﹤0.01%
+34
2341
$592 ﹤0.01%
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2342
$582 ﹤0.01%
3
2343
$581 ﹤0.01%
12
2344
$573 ﹤0.01%
+294
2345
$569 ﹤0.01%
31
2346
$562 ﹤0.01%
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2347
$560 ﹤0.01%
925
2348
$555 ﹤0.01%
35
-34
2349
$554 ﹤0.01%
+10
2350
$547 ﹤0.01%
18
-23
92 93
94
95 96