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
326
$385K 0.03%
7,494
-276
327
$381K 0.03%
7,282
+7,257
328
$381K 0.03%
13,700
-37
329
$381K 0.03%
3,203
+137
330
$377K 0.03%
2,326
-242
331
$376K 0.03%
1,311
+596
332
$374K 0.03%
2,059
+293
333
$367K 0.03%
136,162
+17,706
334
$365K 0.03%
2,325
-285
335
$363K 0.03%
7,295
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336
$359K 0.03%
1,568
337
$359K 0.03%
2,444
-242
338
$355K 0.03%
4,462
+1,227
339
$354K 0.03%
7,081
+1,158
340
$353K 0.03%
2,168
-3
341
$352K 0.03%
12,248
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342
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18,230
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343
$350K 0.03%
1,683
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344
$349K 0.03%
15,111
+10,291
345
$347K 0.03%
1,356
-43
346
$347K 0.03%
10,431
+2,619
347
$346K 0.03%
5,637
+1,417
348
$345K 0.03%
458
-6
349
$345K 0.03%
2,526
+828
350
$344K 0.03%
32,118
+1,456
12 13
14
15 16