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
2426
$335 ﹤0.01%
6
2427
$334 ﹤0.01%
6
2428
$334 ﹤0.01%
500
2429
$306 ﹤0.01%
+368
2430
$296 ﹤0.01%
25
2431
$274 ﹤0.01%
10
2432
$274 ﹤0.01%
12
2433
$272 ﹤0.01%
9
2434
$270 ﹤0.01%
1
2435
$259 ﹤0.01%
6
2436
$224 ﹤0.01%
+12
2437
$223 ﹤0.01%
52
2438
$218 ﹤0.01%
11
-37
2439
$214 ﹤0.01%
+200
2440
$208 ﹤0.01%
10
2441
$198 ﹤0.01%
21
2442
$189 ﹤0.01%
11
2443
$182 ﹤0.01%
+2
2444
$174 ﹤0.01%
+2
2445
$168 ﹤0.01%
8
2446
$165 ﹤0.01%
4
2447
$159 ﹤0.01%
50
-781
2448
$151 ﹤0.01%
500
2449
$148 ﹤0.01%
25
2450
$146 ﹤0.01%
3
96 97
98
99 100