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
251
$543K 0.04%
5,493
+179
252
$539K 0.04%
7,938
+1,590
253
$539K 0.04%
18,579
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254
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255
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13,560
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256
$535K 0.04%
777
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257
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770
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258
$529K 0.04%
1,458
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259
$525K 0.04%
993
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260
$523K 0.04%
5,513
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261
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1,125
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262
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7,390
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263
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264
$511K 0.04%
10,017
+7,047
265
$510K 0.04%
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270
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12,892
-11,387
271
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13,027
+121
272
$487K 0.04%
7,354
+190
273
$485K 0.04%
556
-165
274
$482K 0.04%
1,276
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275
$476K 0.04%
5,347
+459
9 10
11
12 13