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
651
$118K 0.01%
7,368
+1,251
652
$117K 0.01%
175
+59
653
$117K 0.01%
95
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654
$116K 0.01%
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655
$116K 0.01%
6,806
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656
$115K 0.01%
799
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657
$115K 0.01%
4,534
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658
$115K 0.01%
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-392
659
$115K 0.01%
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660
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1,346
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661
$115K 0.01%
13,639
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662
$114K 0.01%
484
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663
$114K 0.01%
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664
$114K 0.01%
3,970
-130
665
$114K 0.01%
591
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$114K 0.01%
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$114K 0.01%
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670
$113K 0.01%
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671
$113K 0.01%
67
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672
$112K 0.01%
1,463
+961
673
$111K 0.01%
977
+128
674
$111K 0.01%
1,654
+14
675
$111K 0.01%
5,659
+2,320
25 26
27
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