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
76
$3.82M 0.3%
105,522
-499
77
$3.78M 0.3%
29,218
+2,045
78
$3.72M 0.29%
47,435
+18,569
79
$3.67M 0.29%
11,358
+6,908
80
$3.62M 0.29%
61,077
+8,856
81
$3.62M 0.28%
83,880
+3,093
82
$3.58M 0.28%
8,435
+722
83
$3.53M 0.28%
101,433
+23,632
84
$3.46M 0.27%
27,184
+1,900
85
$3.43M 0.27%
67,171
+16,409
86
$3.37M 0.27%
73,542
+15,463
87
$3.32M 0.26%
12,346
+67
88
$3.27M 0.26%
12,496
+45
89
$3.23M 0.25%
47,140
-313
90
$3.22M 0.25%
66,670
-1,312
91
$3.22M 0.25%
123,588
+36,966
92
$3.2M 0.25%
115,136
+7,423
93
$3.14M 0.25%
53,599
+9,645
94
$3.03M 0.24%
20,836
+460
95
$2.95M 0.23%
24,973
+12,723
96
$2.86M 0.22%
95,054
+37,905
97
$2.81M 0.22%
54,992
+100
98
$2.79M 0.22%
21,760
+21
99
$2.77M 0.22%
7,087
+1,018
100
$2.74M 0.22%
3,509
+420
2 3
4
5 6