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
2351
$547 ﹤0.01%
18
-23
2352
$542 ﹤0.01%
28
2353
$540 ﹤0.01%
3
-3
2354
$538 ﹤0.01%
+152
2355
$537 ﹤0.01%
6
2356
$535 ﹤0.01%
+76
2357
$535 ﹤0.01%
+116
2358
$532 ﹤0.01%
18
2359
$531 ﹤0.01%
7
-7
2360
$519 ﹤0.01%
+17
2361
$518 ﹤0.01%
+16
2362
$516 ﹤0.01%
+26
2363
$510 ﹤0.01%
100
2364
$504 ﹤0.01%
20
2365
$503 ﹤0.01%
2
2366
$499 ﹤0.01%
+51
2367
$497 ﹤0.01%
38
-65
2368
$497 ﹤0.01%
+11
2369
$497 ﹤0.01%
13
2370
$495 ﹤0.01%
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2371
$494 ﹤0.01%
10
-21
2372
$493 ﹤0.01%
+15
2373
$492 ﹤0.01%
61
-606
2374
$491 ﹤0.01%
+25
2375
$490 ﹤0.01%
+49
93 94
95
96 97