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
701
$100K 0.01%
4,076
702
$100K 0.01%
+1,757
703
$100K 0.01%
1,324
-312
704
$100K 0.01%
4,986
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705
$100K 0.01%
731
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$100K 0.01%
2,325
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707
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1,380
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708
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709
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1,454
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710
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1,513
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763
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$98.9K 0.01%
1,781
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713
$98.8K 0.01%
237
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386
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715
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1,862
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716
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$97.7K 0.01%
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984
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719
$96.7K 0.01%
1,753
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720
$96.6K 0.01%
4,521
+125
721
$96.4K 0.01%
1,002
722
$96.2K 0.01%
2,605
+1,526
723
$96.1K 0.01%
1,354
-90
724
$95.4K 0.01%
651
-16
725
$95.4K 0.01%
3,824
-1,116
27 28
29
30 31