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
451
$230K 0.02%
8,554
+190
452
$228K 0.02%
807
-152
453
$223K 0.02%
6,669
-3,859
454
$223K 0.02%
1,673
-178
455
$223K 0.02%
14,153
+15
456
$222K 0.02%
565
+9
457
$221K 0.02%
3,696
-2,282
458
$220K 0.02%
+2,713
459
$219K 0.02%
4,992
+2,431
460
$219K 0.02%
4,247
-151
461
$218K 0.02%
3,015
+228
462
$218K 0.02%
468
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463
$217K 0.02%
4,258
+131
464
$216K 0.02%
3,145
+255
465
$215K 0.02%
21,634
+2,370
466
$215K 0.02%
3,165
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467
$213K 0.02%
1,178
+281
468
$213K 0.02%
8,962
469
$212K 0.02%
317
+238
470
$211K 0.02%
388
-40
471
$211K 0.02%
6,922
-267
472
$210K 0.02%
4,246
+544
473
$210K 0.02%
1,063
+33
474
$208K 0.02%
8,906
+2,806
475
$208K 0.02%
4,013
-1,153
17 18
19
20 21