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
351
$340K 0.03%
6,304
+510
352
$337K 0.03%
1,366
+69
353
$336K 0.03%
2,609
-180
354
$335K 0.03%
6,239
+4
355
$325K 0.03%
1,361
+249
356
$325K 0.03%
876
+22
357
$324K 0.03%
8,459
-188
358
$324K 0.03%
611
+95
359
$322K 0.03%
9,069
+1,572
360
$322K 0.03%
2,476
+1,725
361
$319K 0.03%
2,003
+374
362
$317K 0.02%
16,868
+16,741
363
$316K 0.02%
3,530
+460
364
$316K 0.02%
+16,556
365
$315K 0.02%
649
+7
366
$312K 0.02%
3,033
+392
367
$311K 0.02%
9,916
+27
368
$311K 0.02%
2,631
+644
369
$307K 0.02%
3,570
+239
370
$306K 0.02%
859
-123
371
$304K 0.02%
5,596
-266
372
$304K 0.02%
1,984
+1,103
373
$300K 0.02%
+9,217
374
$299K 0.02%
9,560
+291
375
$297K 0.02%
+5,923
13 14
15
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