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
251
$543K 0.04%
5,493
+179
252
$539K 0.04%
7,938
+1,590
253
$539K 0.04%
18,579
+16,962
254
$537K 0.04%
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255
$536K 0.04%
13,560
+5,634
256
$535K 0.04%
777
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257
$534K 0.04%
3,850
+235
258
$529K 0.04%
1,458
+61
259
$525K 0.04%
993
-131
260
$523K 0.04%
5,513
+390
261
$523K 0.04%
1,125
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262
$521K 0.04%
7,390
+149
263
$516K 0.04%
8,304
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264
$511K 0.04%
10,017
+7,047
265
$510K 0.04%
21,223
+6,399
266
$508K 0.04%
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267
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19,796
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268
$507K 0.04%
4,485
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269
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3,612
-156
270
$503K 0.04%
12,892
-11,387
271
$492K 0.04%
13,027
+121
272
$487K 0.04%
7,354
+190
273
$485K 0.04%
556
-165
274
$482K 0.04%
1,276
+2
275
$476K 0.04%
5,347
+459
9 10
11
12 13