EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$13.4M
2
+$9.69M
3
+$8.21M
4
MBB icon
iShares MBS ETF
MBB
+$7.4M
5
TSLA icon
Tesla
TSLA
+$7.05M

Top Sells

1
+$7.17M
2
+$4.17M
3
+$3.82M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.21M
5
IAU icon
iShares Gold Trust
IAU
+$2.93M

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 6.49%
3 Financials 6.42%
4 Industrials 3.76%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
$522 ﹤0.01%
+370
2702
$520 ﹤0.01%
102
2703
$519 ﹤0.01%
649
2704
$519 ﹤0.01%
70
+51
2705
$519 ﹤0.01%
151
-469
2706
$517 ﹤0.01%
42
2707
$517 ﹤0.01%
36
-51
2708
$514 ﹤0.01%
+29
2709
$514 ﹤0.01%
+146
2710
$509 ﹤0.01%
+20
2711
$508 ﹤0.01%
+263
2712
$505 ﹤0.01%
+102
2713
$504 ﹤0.01%
+31
2714
$504 ﹤0.01%
+99
2715
$504 ﹤0.01%
20
+1
2716
$502 ﹤0.01%
+11
2717
$502 ﹤0.01%
+5
2718
$501 ﹤0.01%
+477
2719
$500 ﹤0.01%
+7
2720
$499 ﹤0.01%
+21
2721
$498 ﹤0.01%
+6
2722
$496 ﹤0.01%
+236
2723
$494 ﹤0.01%
+44
2724
$490 ﹤0.01%
+22
2725
$489 ﹤0.01%
+28
107 108
109
110 111