EWA
EverSource Wealth Advisors Portfolio holdings
AUM
$2.21B
1-Year Return
22.38%
This Quarter Return
+8.53%
1 Year Return
+22.38%
3 Year Return
+69.95%
5 Year Return
–
10 Year Return
–
AUM
$1.27B
AUM Growth
+$180M
(+17%)
Cap. Flow
+$147M
Cap. Flow
% of AUM
11.57%
Top 10 Holdings %
Top 10 Hldgs %
24.35%
Holding
3,056
New
406
Increased
1,323
Reduced
690
Closed
143
Top Buys
| 1 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$14.4M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$9.71M |
| 3 |
Vanguard Value ETF
VTV
|
+$8.33M |
| 4 |
iShares MBS ETF
MBB
|
+$7.17M |
| 5 |
Tesla
TSLA
|
+$6.61M |
Top Sells
| 1 |
JB Hunt Transport Services
JBHT
|
+$5.78M |
| 2 |
Avantis US Equity ETF
AVUS
|
+$4.21M |
| 3 |
Crown Holdings
CCK
|
+$3.82M |
| 4 |
iShares Gold Trust
IAU
|
+$3.23M |
| 5 |
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% |
