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
376
$297K 0.02%
1,104
-2,727
377
$297K 0.02%
1,280
+98
378
$296K 0.02%
2,668
+1,441
379
$295K 0.02%
928
+72
380
$294K 0.02%
+23,510
381
$292K 0.02%
4,548
+1,772
382
$291K 0.02%
1,449
+22
383
$289K 0.02%
9,032
-69
384
$288K 0.02%
6,460
+752
385
$287K 0.02%
+7,180
386
$287K 0.02%
723
+27
387
$287K 0.02%
3,373
-25
388
$286K 0.02%
3,820
389
$286K 0.02%
457
+8
390
$286K 0.02%
16,930
+6,327
391
$286K 0.02%
694
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392
$283K 0.02%
3,503
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393
$282K 0.02%
3,069
-514
394
$279K 0.02%
5,215
+4,524
395
$279K 0.02%
8,943
+746
396
$279K 0.02%
4,754
+36
397
$279K 0.02%
1,415
-8
398
$277K 0.02%
487
+4
399
$276K 0.02%
4,160
-7,111
400
$275K 0.02%
6,181
+323
14 15
16
17 18