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
576
$151K 0.01%
3,997
-674
577
$151K 0.01%
1,052
-124
578
$151K 0.01%
1,279
+105
579
$149K 0.01%
2,719
+29
580
$149K 0.01%
302
-8
581
$148K 0.01%
1,496
+134
582
$147K 0.01%
3,115
-3,614
583
$146K 0.01%
583
+26
584
$145K 0.01%
5,288
-124
585
$145K 0.01%
3,569
+177
586
$145K 0.01%
2,008
+272
587
$143K 0.01%
1,127
-52
588
$143K 0.01%
1,096
+28
589
$142K 0.01%
744
-1
590
$142K 0.01%
23,224
+1,877
591
$142K 0.01%
1,416
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592
$141K 0.01%
2,153
-400
593
$141K 0.01%
1,090
+14
594
$141K 0.01%
554
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595
$140K 0.01%
22,841
+1,213
596
$139K 0.01%
11,476
+3,192
597
$139K 0.01%
7,370
+1,664
598
$139K 0.01%
12,221
-10
599
$139K 0.01%
1,088
+17
600
$139K 0.01%
1,232
22 23
24
25 26