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
2401
$444 ﹤0.01%
+373
2402
$438 ﹤0.01%
21
2403
$436 ﹤0.01%
18
2404
$436 ﹤0.01%
+102
2405
$434 ﹤0.01%
8
2406
$434 ﹤0.01%
+312
2407
$433 ﹤0.01%
15
-18
2408
$426 ﹤0.01%
+29
2409
$425 ﹤0.01%
89
-2,073
2410
$424 ﹤0.01%
+39
2411
$420 ﹤0.01%
10
2412
$414 ﹤0.01%
125
2413
$410 ﹤0.01%
8
-1
2414
$406 ﹤0.01%
+31
2415
$406 ﹤0.01%
3
2416
$406 ﹤0.01%
+2
2417
$397 ﹤0.01%
1
2418
$392 ﹤0.01%
+88
2419
$390 ﹤0.01%
60
2420
$386 ﹤0.01%
1
2421
$384 ﹤0.01%
+191
2422
$382 ﹤0.01%
+56
2423
$377 ﹤0.01%
9
2424
$372 ﹤0.01%
23
+17
2425
$355 ﹤0.01%
+11
95 96
97
98 99