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
2376
$484 ﹤0.01%
+104
2377
$484 ﹤0.01%
2
-2
2378
$483 ﹤0.01%
+12
2379
$481 ﹤0.01%
6
2380
$478 ﹤0.01%
23
-85
2381
$477 ﹤0.01%
+92
2382
$477 ﹤0.01%
+194
2383
$474 ﹤0.01%
+18
2384
$473 ﹤0.01%
+36
2385
$473 ﹤0.01%
+25
2386
$472 ﹤0.01%
400
2387
$469 ﹤0.01%
17
-9
2388
$463 ﹤0.01%
+21
2389
$462 ﹤0.01%
5
2390
$462 ﹤0.01%
+38
2391
$461 ﹤0.01%
+88
2392
$458 ﹤0.01%
29
-8
2393
$450 ﹤0.01%
+56
2394
$449 ﹤0.01%
+39
2395
$448 ﹤0.01%
42
2396
$446 ﹤0.01%
+87
2397
$445 ﹤0.01%
337
-1
2398
$445 ﹤0.01%
12
2399
$445 ﹤0.01%
8
2400
$444 ﹤0.01%
15
94 95
96
97 98