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
$1.27B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,056
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.71M
3
+$8.33M
4
MBB icon
iShares MBS ETF
MBB
+$7.17M
5
TSLA icon
Tesla
TSLA
+$6.61M

Top Sells

1
+$5.78M
2
+$4.21M
3
+$3.82M
4
IAU icon
iShares Gold Trust
IAU
+$3.23M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.18M

Sector Composition

1 Technology 10.57%
2 Consumer Discretionary 6.49%
3 Financials 6.41%
4 Industrials 3.76%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$719K 0.06%
5,205
+12
227
$715K 0.06%
+31,514
228
$711K 0.06%
29,680
+80
229
$695K 0.05%
20,387
-316
230
$689K 0.05%
4,811
+104
231
$677K 0.05%
2,891
-21
232
$670K 0.05%
14,271
+191
233
$665K 0.05%
25,946
+7,331
234
$639K 0.05%
10,828
-1,303
235
$634K 0.05%
26,011
+9,232
236
$616K 0.05%
17,109
+7,524
237
$613K 0.05%
30,912
+21,903
238
$611K 0.05%
27,617
+455
239
$604K 0.05%
3,491
+100
240
$599K 0.05%
10,263
+10,075
241
$592K 0.05%
2,475
-3
242
$591K 0.05%
9,350
+150
243
$588K 0.05%
3,988
+8
244
$586K 0.05%
8,465
+62
245
$583K 0.05%
16,777
+16,372
246
$583K 0.05%
11,389
+785
247
$578K 0.05%
2,944
+2,587
248
$566K 0.04%
14,589
+1,344
249
$563K 0.04%
3,690
+648
250
$555K 0.04%
21,266
-736
8 9
10
11 12