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
476
$208K 0.02%
3,030
-115
477
$207K 0.02%
4,308
+32
478
$206K 0.02%
2,242
+784
479
$206K 0.02%
6,066
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480
$205K 0.02%
1,978
+39
481
$204K 0.02%
551
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482
$203K 0.02%
3,114
-181
483
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1,435
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484
$203K 0.02%
5,346
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485
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486
$202K 0.02%
2,875
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487
$202K 0.02%
2,420
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488
$201K 0.02%
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489
$200K 0.02%
8,121
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490
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8,568
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3,281
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495
$196K 0.02%
862
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496
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2,013
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497
$195K 0.02%
4,418
+1,405
498
$194K 0.02%
538
-125
499
$194K 0.02%
4,080
+1,138
500
$194K 0.02%
478
+8
18 19
20
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