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
2876
$20 ﹤0.01%
1
-2
2877
$20 ﹤0.01%
+150
2878
$15 ﹤0.01%
11
-838
2879
– –
0
2880
$13 ﹤0.01%
24
2881
$13 ﹤0.01%
250
2882
– –
0
2883
$12 ﹤0.01%
+1
2884
$8 ﹤0.01%
+34
2885
$4 ﹤0.01%
1
2886
– –
0
2887
$2 ﹤0.01%
+1
2888
– –
0
2889
$1 ﹤0.01%
1,314
+1,214
2890
$1 ﹤0.01%
15
2891
– –
-88
2892
– –
-10
2893
– –
-382
2894
– –
-285
2895
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-100
2896
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-31
2897
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-140
2898
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-368
2899
– –
-852
2900
– –
-29
114 115
116
117 118