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 3.77%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$17.4K ﹤0.01%
92
1427
$17.4K ﹤0.01%
325
1428
$17.4K ﹤0.01%
1,363
+501
1429
$17.3K ﹤0.01%
400
1430
$17.3K ﹤0.01%
642
1431
$17.3K ﹤0.01%
115
+31
1432
$17.3K ﹤0.01%
395
+107
1433
$17.2K ﹤0.01%
512
+4
1434
$17.2K ﹤0.01%
1,200
1435
$17.1K ﹤0.01%
334
+247
1436
$17.1K ﹤0.01%
1,873
+13
1437
$17.1K ﹤0.01%
992
1438
$17K ﹤0.01%
68
+2
1439
$17K ﹤0.01%
1,174
+133
1440
$17K ﹤0.01%
3,735
+796
1441
$17K ﹤0.01%
244
+140
1442
$17K ﹤0.01%
+500
1443
$16.9K ﹤0.01%
908
1444
$16.9K ﹤0.01%
860
-116
1445
$16.9K ﹤0.01%
356
1446
$16.9K ﹤0.01%
152
-75
1447
$16.8K ﹤0.01%
491
+418
1448
$16.8K ﹤0.01%
1,233
-3,577
1449
$16.8K ﹤0.01%
178
-60
1450
$16.7K ﹤0.01%
1,023
+571
56 57
58
59 60