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
2451
$143 ﹤0.01%
100
2452
$126 ﹤0.01%
10
2453
$118 ﹤0.01%
+4
2454
$102 ﹤0.01%
1
2455
$87 ﹤0.01%
6
2456
$86 ﹤0.01%
50
2457
$83 ﹤0.01%
5
2458
– –
0
2459
$80 ﹤0.01%
13
2460
$78 ﹤0.01%
3
2461
$76 ﹤0.01%
20
2462
$71 ﹤0.01%
3
2463
$61 ﹤0.01%
2
2464
$58 ﹤0.01%
11
2465
$58 ﹤0.01%
4
2466
$49 ﹤0.01%
+5
2467
$49 ﹤0.01%
1
2468
$49 ﹤0.01%
2
2469
$48 ﹤0.01%
5
2470
$47 ﹤0.01%
3
2471
$45 ﹤0.01%
23
2472
$44 ﹤0.01%
1
2473
$40 ﹤0.01%
3
2474
$39 ﹤0.01%
1
2475
$32 ﹤0.01%
3
97 98
99
100 101