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
1676
$10.3K ﹤0.01%
+132
1677
$10.3K ﹤0.01%
141
-6
1678
$10.3K ﹤0.01%
111
+17
1679
$10.2K ﹤0.01%
185
-56
1680
$10.2K ﹤0.01%
100
1681
$10.2K ﹤0.01%
+341
1682
$10.2K ﹤0.01%
1,519
+483
1683
$10.1K ﹤0.01%
493
1684
$10.1K ﹤0.01%
72
+60
1685
$10K ﹤0.01%
349
+64
1686
$10K ﹤0.01%
118
+7
1687
$9.97K ﹤0.01%
438
+341
1688
$9.95K ﹤0.01%
26
+18
1689
$9.95K ﹤0.01%
194
1690
$9.94K ﹤0.01%
+322
1691
$9.9K ﹤0.01%
585
1692
$9.88K ﹤0.01%
+500
1693
$9.84K ﹤0.01%
+189
1694
$9.84K ﹤0.01%
250
+150
1695
$9.83K ﹤0.01%
85
-85
1696
$9.82K ﹤0.01%
124
+60
1697
$9.8K ﹤0.01%
268
-380
1698
$9.78K ﹤0.01%
237
-103
1699
$9.75K ﹤0.01%
47
+9
1700
$9.72K ﹤0.01%
261
+8
66 67
68
69 70