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
426
$255K 0.02%
11,050
-96
427
$255K 0.02%
5,820
+1,344
428
$254K 0.02%
665
+4
429
$252K 0.02%
6,536
+2,810
430
$250K 0.02%
4,585
+525
431
$250K 0.02%
8,113
-188
432
$248K 0.02%
1,055
+95
433
$246K 0.02%
3,728
+35
434
$244K 0.02%
3,479
-6
435
$244K 0.02%
477
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436
$243K 0.02%
15,648
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437
$243K 0.02%
1,426
-22
438
$239K 0.02%
6,185
+3,557
439
$237K 0.02%
3,147
-166
440
$237K 0.02%
10,689
441
$237K 0.02%
3,713
-246
442
$235K 0.02%
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443
$235K 0.02%
3,887
-1,135
444
$234K 0.02%
4,011
-11,879
445
$234K 0.02%
6,923
+988
446
$233K 0.02%
1,685
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447
$232K 0.02%
2,538
-65
448
$231K 0.02%
1,005
+47
449
$230K 0.02%
324
-129
450
$230K 0.02%
707
-382
16 17
18
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