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
601
$138K 0.01%
7,566
+3,468
602
$138K 0.01%
16,204
+1,962
603
$138K 0.01%
1,610
604
$138K 0.01%
644
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605
$137K 0.01%
8,310
+730
606
$137K 0.01%
3,592
-88
607
$137K 0.01%
1,080
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608
$137K 0.01%
863
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609
$136K 0.01%
2,394
-301
610
$136K 0.01%
2,646
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611
$136K 0.01%
17,649
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612
$134K 0.01%
3,239
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613
$134K 0.01%
1,445
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614
$133K 0.01%
2,498
615
$133K 0.01%
4,515
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616
$133K 0.01%
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617
$132K 0.01%
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618
$132K 0.01%
1,735
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619
$131K 0.01%
1,638
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620
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2,074
-13,235
621
$130K 0.01%
384
+46
622
$129K 0.01%
2,368
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623
$128K 0.01%
4,216
-94
624
$128K 0.01%
4,600
+4,595
625
$128K 0.01%
1,486
-42
23 24
25
26 27