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
401
$275K 0.02%
2,497
-12,771
402
$274K 0.02%
2,759
-76
403
$274K 0.02%
4,457
-986
404
$272K 0.02%
909
-280
405
$271K 0.02%
9,655
+1,510
406
$270K 0.02%
3,620
+2,700
407
$270K 0.02%
4,034
-731
408
$270K 0.02%
1,117
-27
409
$269K 0.02%
1,971
+130
410
$268K 0.02%
751
+15
411
$267K 0.02%
2,475
+62
412
$264K 0.02%
1,785
+100
413
$263K 0.02%
3,391
+52
414
$263K 0.02%
938
+137
415
$263K 0.02%
1,633
+118
416
$262K 0.02%
1,865
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417
$262K 0.02%
1,012
+910
418
$261K 0.02%
6,340
+366
419
$261K 0.02%
1,295
-134
420
$260K 0.02%
6,933
+472
421
$260K 0.02%
6,386
+3,346
422
$260K 0.02%
9,165
+19
423
$257K 0.02%
+7,670
424
$257K 0.02%
11,519
+656
425
$257K 0.02%
4,148
-23,990
15 16
17
18 19