EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$13.4M
2
+$9.69M
3
+$8.21M
4
MBB icon
iShares MBS ETF
MBB
+$7.4M
5
TSLA icon
Tesla
TSLA
+$7.05M

Top Sells

1
+$7.17M
2
+$4.17M
3
+$3.82M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.21M
5
IAU icon
iShares Gold Trust
IAU
+$2.93M

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 6.49%
3 Financials 6.42%
4 Industrials 3.76%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$73.8K 0.01%
710
+11
827
$73.7K 0.01%
2,014
+105
828
$73.7K 0.01%
1,605
+811
829
$73.5K 0.01%
759
830
$73.4K 0.01%
1,744
-15
831
$73.2K 0.01%
+3,596
832
$73K 0.01%
13,473
+290
833
$73K 0.01%
2,545
834
$72.8K 0.01%
1,153
+88
835
$72.6K 0.01%
1,282
-1,527
836
$72.1K 0.01%
465
+108
837
$72.1K 0.01%
2,174
+10
838
$72K 0.01%
407
-24
839
$71.9K 0.01%
1,985
840
$71.9K 0.01%
5,908
-1,084
841
$71.5K 0.01%
1,000
-625
842
$71K 0.01%
1,294
-3
843
$70.9K 0.01%
1,170
-102
844
$70.8K 0.01%
411
+6
845
$70.6K 0.01%
852
-48
846
$70.5K 0.01%
1,302
+154
847
$70.3K 0.01%
955
-12
848
$70.2K 0.01%
2,950
-116
849
$69.9K 0.01%
2,686
+1,018
850
$69.6K 0.01%
571
+11
32 33
34
35 36