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
501
$193K 0.02%
7,045
+6,593
502
$193K 0.02%
3,072
-1,835
503
$192K 0.02%
1,051
504
$192K 0.02%
5,968
-227
505
$190K 0.02%
1,882
-96
506
$190K 0.02%
6,535
+4,158
507
$190K 0.01%
2,534
+98
508
$189K 0.01%
3,302
+1,034
509
$189K 0.01%
925
-3
510
$188K 0.01%
684
+23
511
$188K 0.01%
665
+321
512
$188K 0.01%
728
+10
513
$188K 0.01%
2,641
+2,571
514
$187K 0.01%
9,776
-360
515
$185K 0.01%
201
-2
516
$185K 0.01%
+1,203
517
$184K 0.01%
783
+4
518
$182K 0.01%
2,285
+1,238
519
$181K 0.01%
434
+62
520
$181K 0.01%
3,606
+803
521
$180K 0.01%
8,745
-381
522
$180K 0.01%
4,552
523
$179K 0.01%
1,243
+432
524
$179K 0.01%
1,950
+177
525
$179K 0.01%
4,489
-1,247
19 20
21
22 23