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
151
$1.37M 0.11%
8,666
+1,607
152
$1.36M 0.11%
4,063
+1,696
153
$1.35M 0.11%
17,655
-552
154
$1.33M 0.1%
5,942
-22
155
$1.32M 0.1%
51,152
+18,581
156
$1.32M 0.1%
11,103
+8,030
157
$1.3M 0.1%
15,961
+5,362
158
$1.29M 0.1%
7,104
+631
159
$1.28M 0.1%
37,638
-29,811
160
$1.2M 0.09%
13,021
+26
161
$1.19M 0.09%
25,452
-12,981
162
$1.19M 0.09%
23,244
+10,970
163
$1.17M 0.09%
2,429
-672
164
$1.17M 0.09%
3,904
-348
165
$1.16M 0.09%
10,757
+9,551
166
$1.14M 0.09%
12,213
+3,399
167
$1.11M 0.09%
18,831
+1,489
168
$1.11M 0.09%
6,805
+1,943
169
$1.11M 0.09%
25,462
+24,335
170
$1.1M 0.09%
9,696
+4,567
171
$1.1M 0.09%
36,254
+15,162
172
$1.09M 0.09%
18,322
-395
173
$1.08M 0.08%
28,241
+235
174
$1.07M 0.08%
5,472
+1,300
175
$1.07M 0.08%
10,558
+3,108
5 6
7
8 9