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
2951
– –
-98
2952
– –
-212
2953
– –
-57
2954
– –
-29
2955
– –
-69
2956
– –
-295
2957
– –
-277
2958
– –
-88
2959
– –
-10
2960
– –
-382
2961
– –
-100
2962
– –
-824
2963
– –
-26
2964
– –
-759
2965
– –
-30
2966
– –
-31
2967
– –
-52
2968
– –
-146
2969
– –
-267
2970
– –
-300
2971
– –
-2,494
2972
$0 ﹤0.01%
424
2973
$0 ﹤0.01%
13
2974
$0 ﹤0.01%
+4
2975
– –
-306
117 118
119
120 121