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
551
$166K 0.01%
+5,946
552
$166K 0.01%
3,696
+839
553
$165K 0.01%
5,061
+149
554
$163K 0.01%
892
+65
555
$163K 0.01%
2,078
+314
556
$162K 0.01%
1,841
-1,410
557
$162K 0.01%
3,908
-4,383
558
$162K 0.01%
1,158
+465
559
$161K 0.01%
2,239
+118
560
$161K 0.01%
954
+89
561
$161K 0.01%
9,995
-4,147
562
$160K 0.01%
1,487
+262
563
$159K 0.01%
878
-61
564
$159K 0.01%
1,439
+656
565
$159K 0.01%
1,440
+308
566
$158K 0.01%
3,168
+100
567
$157K 0.01%
899
+61
568
$157K 0.01%
569
-134
569
$156K 0.01%
576
+4
570
$156K 0.01%
+4,523
571
$156K 0.01%
907
+176
572
$155K 0.01%
+3,232
573
$153K 0.01%
15,212
+3,629
574
$152K 0.01%
622
-99
575
$151K 0.01%
4,440
-352
21 22
23
24 25