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
1651
$10.7K ﹤0.01%
+820
1652
$10.7K ﹤0.01%
2,500
1653
$10.7K ﹤0.01%
753
-450
1654
$10.7K ﹤0.01%
211
-3,487
1655
$10.7K ﹤0.01%
710
+409
1656
$10.7K ﹤0.01%
550
1657
$10.6K ﹤0.01%
87
-821
1658
$10.6K ﹤0.01%
209
1659
$10.6K ﹤0.01%
376
-30
1660
$10.6K ﹤0.01%
145
+6
1661
$10.6K ﹤0.01%
133
-61
1662
$10.6K ﹤0.01%
1,535
+85
1663
$10.6K ﹤0.01%
264
+22
1664
$10.6K ﹤0.01%
88
+71
1665
$10.5K ﹤0.01%
33
+8
1666
$10.5K ﹤0.01%
127
-49
1667
$10.5K ﹤0.01%
555
+208
1668
$10.5K ﹤0.01%
88
+2
1669
$10.4K ﹤0.01%
379
+365
1670
$10.4K ﹤0.01%
986
+416
1671
$10.4K ﹤0.01%
561
+60
1672
$10.4K ﹤0.01%
217
+17
1673
$10.4K ﹤0.01%
44
+7
1674
$10.3K ﹤0.01%
1,069
+35
1675
$10.3K ﹤0.01%
310
+175
65 66
67
68 69