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
51
$6.43M 0.51%
87,785
+16,190
52
$6M 0.47%
104,839
+14,559
53
$5.82M 0.46%
162,659
+26,372
54
$5.7M 0.45%
11,351
+3,025
55
$5.68M 0.45%
48,680
-59
56
$5.56M 0.44%
762,298
+37,839
57
$5.55M 0.44%
38,977
-2,411
58
$5.47M 0.43%
97,790
+7,593
59
$5.46M 0.43%
28,489
+2,977
60
$5.4M 0.42%
42,117
+6,764
61
$5.23M 0.41%
134,300
+7,924
62
$5.19M 0.41%
92,669
+33,829
63
$4.97M 0.39%
90,990
+50
64
$4.97M 0.39%
218,676
-79,559
65
$4.82M 0.38%
67,347
-975
66
$4.7M 0.37%
118,288
+22,465
67
$4.58M 0.36%
16,759
-530
68
$4.56M 0.36%
39,579
-1,379
69
$4.35M 0.34%
148,740
+8,988
70
$4.28M 0.34%
194,839
+189,016
71
$4.28M 0.34%
82,215
-6,787
72
$4.26M 0.33%
166,008
+24,357
73
$4.25M 0.33%
14,524
-1,416
74
$3.85M 0.3%
25,830
-591
75
$3.82M 0.3%
34,554
+22,614
1 2
3
4 5