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
26
$10.5M 0.83%
65,228
+19,124
27
$9.94M 0.78%
50,028
+1,499
28
$9.9M 0.78%
53,998
+36,075
29
$9.57M 0.75%
216,504
+19,505
30
$9.54M 0.75%
18,914
-843
31
$9.48M 0.75%
57,598
-2,611
32
$9.08M 0.71%
97,555
-1,874
33
$9M 0.71%
100,237
+28,506
34
$8.72M 0.69%
26,096
+6,371
35
$8.57M 0.67%
258,350
+6,651
36
$8.42M 0.66%
150,575
+32,242
37
$8.19M 0.64%
91,432
+80,025
38
$8.12M 0.64%
314,025
+2,613
39
$8.11M 0.64%
2,744
-17
40
$7.98M 0.63%
29,146
+2,542
41
$7.77M 0.61%
100,557
+7,910
42
$7.31M 0.57%
58,204
+15,453
43
$7.21M 0.57%
131,455
+15,570
44
$7.16M 0.56%
55,486
+11,617
45
$7.02M 0.55%
99,861
+3,579
46
$6.93M 0.54%
16,111
+56
47
$6.93M 0.54%
9,582
+1,466
48
$6.66M 0.52%
86,025
+85,242
49
$6.49M 0.51%
95,177
+21,383
50
$6.48M 0.51%
16,326
+2,089
1
2
3 4 5