EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$13.4M
2
+$9.69M
3
+$8.21M
4
MBB icon
iShares MBS ETF
MBB
+$7.4M
5
TSLA icon
Tesla
TSLA
+$7.05M

Top Sells

1
+$7.17M
2
+$4.17M
3
+$3.82M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.21M
5
IAU icon
iShares Gold Trust
IAU
+$2.93M

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 6.49%
3 Financials 6.42%
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
+6
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
+114
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%
3,567
-1,025
17 18
19
20 21