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
301
$426K 0.03%
8,394
+1,725
302
$424K 0.03%
1,754
+156
303
$421K 0.03%
2,571
-60
304
$421K 0.03%
122
305
$418K 0.03%
11,302
+45
306
$417K 0.03%
17,570
-11,121
307
$416K 0.03%
2,328
+2,023
308
$413K 0.03%
+19,579
309
$412K 0.03%
6,194
+4,166
310
$412K 0.03%
14,953
+1,822
311
$409K 0.03%
1,585
-7
312
$408K 0.03%
3,327
+21
313
$408K 0.03%
1,297
-173
314
$403K 0.03%
5,317
-195
315
$403K 0.03%
7,255
-5,059
316
$402K 0.03%
812
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317
$400K 0.03%
2,405
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318
$398K 0.03%
1,896
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319
$396K 0.03%
6,846
-3,939
320
$395K 0.03%
2,037
+1,830
321
$395K 0.03%
2,122
+328
322
$394K 0.03%
1,791
+240
323
$393K 0.03%
29,116
+26,391
324
$392K 0.03%
1,230
+158
325
$389K 0.03%
3,347
-63
11 12
13
14 15