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
676
$110K 0.01%
2,071
+1,252
677
$109K 0.01%
4,044
+667
678
$108K 0.01%
901
+386
679
$107K 0.01%
455
+226
680
$107K 0.01%
761
+6
681
$105K 0.01%
1,088
+372
682
$105K 0.01%
875
+202
683
$105K 0.01%
+1,710
684
$104K 0.01%
2,730
+377
685
$104K 0.01%
536
-63
686
$104K 0.01%
1,747
+64
687
$104K 0.01%
575
688
$104K 0.01%
595
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689
$104K 0.01%
+2,978
690
$103K 0.01%
1,699
+198
691
$103K 0.01%
2,242
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692
$102K 0.01%
791
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693
$102K 0.01%
1,294
-7
694
$102K 0.01%
841
+153
695
$102K 0.01%
5,967
+209
696
$102K 0.01%
476
+33
697
$101K 0.01%
2,510
+110
698
$101K 0.01%
243
+27
699
$101K 0.01%
3,018
+1,958
700
$101K 0.01%
450
+51
26 27
28
29 30