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
101
$2.68M 0.21%
15,654
+6,492
102
$2.61M 0.2%
40,419
-3,634
103
$2.58M 0.2%
69,671
+4,954
104
$2.55M 0.2%
14,161
-144
105
$2.54M 0.2%
69,365
-40,412
106
$2.53M 0.2%
157,449
+92,649
107
$2.51M 0.2%
23,707
+10
108
$2.36M 0.19%
42,770
+3,450
109
$2.27M 0.18%
34,391
+2,823
110
$2.23M 0.18%
4,952
+222
111
$2.2M 0.17%
20,621
-10,205
112
$2.15M 0.17%
40,186
-3,357
113
$2.11M 0.17%
36,641
+6,989
114
$2.1M 0.16%
14,509
+5,701
115
$2.06M 0.16%
17,722
+2,421
116
$2.05M 0.16%
7,499
+1,198
117
$2.02M 0.16%
58,727
+12,917
118
$1.99M 0.16%
10,483
-90
119
$1.98M 0.16%
25,273
-2,187
120
$1.89M 0.15%
4,419
+74
121
$1.88M 0.15%
31,929
-31
122
$1.87M 0.15%
25,473
-1,085
123
$1.86M 0.15%
20,550
+954
124
$1.84M 0.14%
45,044
-39,715
125
$1.82M 0.14%
57,462
+9,478
3 4
5
6 7