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
526
$179K 0.01%
+8,496
527
$179K 0.01%
4,393
+636
528
$178K 0.01%
2,474
-1,438
529
$178K 0.01%
848
-346
530
$178K 0.01%
1,865
+394
531
$177K 0.01%
2,930
-428
532
$176K 0.01%
1,266
+63
533
$175K 0.01%
289
-154
534
$174K 0.01%
7,620
+221
535
$174K 0.01%
813
+9
536
$172K 0.01%
605
+19
537
$172K 0.01%
4,191
+170
538
$172K 0.01%
1,665
+832
539
$171K 0.01%
1,940
-6,728
540
$171K 0.01%
1,044
+401
541
$171K 0.01%
2,439
+1,032
542
$171K 0.01%
699
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543
$171K 0.01%
1,338
+199
544
$170K 0.01%
975
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545
$170K 0.01%
1,149
+560
546
$169K 0.01%
1,799
-219
547
$169K 0.01%
2,192
+8
548
$167K 0.01%
3,332
-199
549
$167K 0.01%
2,252
+428
550
$166K 0.01%
537
-56
20 21
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