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
126
$1.82M 0.14%
39,352
-722
127
$1.81M 0.14%
19,188
+52
128
$1.8M 0.14%
3
129
$1.79M 0.14%
71,700
+6,329
130
$1.77M 0.14%
16,639
+9,446
131
$1.76M 0.14%
11,785
+11,430
132
$1.75M 0.14%
10,700
+3,482
133
$1.72M 0.14%
30,140
+3,135
134
$1.7M 0.13%
22,929
+2,767
135
$1.68M 0.13%
3,635
-200
136
$1.66M 0.13%
112,259
+110,187
137
$1.59M 0.12%
7,495
-550
138
$1.59M 0.12%
5,904
-190
139
$1.59M 0.12%
42,314
+27,756
140
$1.53M 0.12%
2,935
-305
141
$1.51M 0.12%
3,374
+2,427
142
$1.47M 0.12%
8,371
+606
143
$1.47M 0.12%
67,320
+44,260
144
$1.46M 0.11%
56,764
+16,894
145
$1.44M 0.11%
13,805
-2,297
146
$1.44M 0.11%
20,005
+10,611
147
$1.43M 0.11%
28,910
+3,147
148
$1.42M 0.11%
25,173
+3,084
149
$1.41M 0.11%
12,430
+506
150
$1.38M 0.11%
36,956
+28,137
4 5
6
7 8