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
2351
$542 ﹤0.01%
28
2352
$540 ﹤0.01%
3
-3
2353
$538 ﹤0.01%
+152
2354
$537 ﹤0.01%
6
2355
$535 ﹤0.01%
+76
2356
$535 ﹤0.01%
+116
2357
$532 ﹤0.01%
18
2358
$531 ﹤0.01%
7
-7
2359
$519 ﹤0.01%
+17
2360
$518 ﹤0.01%
+16
2361
$516 ﹤0.01%
+26
2362
$510 ﹤0.01%
100
2363
$504 ﹤0.01%
20
2364
$503 ﹤0.01%
2
2365
$499 ﹤0.01%
+51
2366
$497 ﹤0.01%
+11
2367
$497 ﹤0.01%
13
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$497 ﹤0.01%
38
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2369
$495 ﹤0.01%
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2370
$494 ﹤0.01%
10
-21
2371
$493 ﹤0.01%
+15
2372
$492 ﹤0.01%
61
-606
2373
$491 ﹤0.01%
+25
2374
$490 ﹤0.01%
+49
2375
$484 ﹤0.01%
2
-2
93 94
95
96 97