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
1451
$16.7K ﹤0.01%
339
1452
$16.7K ﹤0.01%
+590
1453
$16.7K ﹤0.01%
570
-55
1454
$16.7K ﹤0.01%
144
-89
1455
$16.6K ﹤0.01%
2,806
-288
1456
$16.6K ﹤0.01%
150
+77
1457
$16.3K ﹤0.01%
552
-292
1458
$16.3K ﹤0.01%
431
+91
1459
$16.3K ﹤0.01%
1,298
+517
1460
$16.2K ﹤0.01%
748
-351
1461
$16.1K ﹤0.01%
+20,500
1462
$16.1K ﹤0.01%
533
-283
1463
$16.1K ﹤0.01%
+896
1464
$16.1K ﹤0.01%
5,509
+809
1465
$16K ﹤0.01%
75
-21
1466
$16K ﹤0.01%
144
-164
1467
$16K ﹤0.01%
14
1468
$16K ﹤0.01%
1,141
-4,500
1469
$16K ﹤0.01%
131
-48
1470
$16K ﹤0.01%
9
1471
$16K ﹤0.01%
2,405
+1,660
1472
$16K ﹤0.01%
274
+171
1473
$15.9K ﹤0.01%
258
1474
$15.9K ﹤0.01%
774
+100
1475
$15.9K ﹤0.01%
554
+282
57 58
59
60 61