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
176
$1.07M 0.08%
7,792
-644
177
$1.06M 0.08%
9,283
+2,269
178
$1.06M 0.08%
2,407
+258
179
$1.06M 0.08%
11,672
+134
180
$1.06M 0.08%
11,964
-733
181
$1.06M 0.08%
21,229
+3,318
182
$1.03M 0.08%
9,303
+2,262
183
$1.02M 0.08%
5,339
-62
184
$998K 0.08%
6,190
+3,405
185
$987K 0.08%
6,290
-1,276
186
$987K 0.08%
858
187
$971K 0.08%
9,299
+200
188
$966K 0.08%
8,230
+833
189
$964K 0.08%
4,064
+1,718
190
$962K 0.08%
5,730
+1,532
191
$944K 0.07%
5,692
-6,035
192
$939K 0.07%
13,865
+2,970
193
$934K 0.07%
31,891
+5,989
194
$932K 0.07%
21,000
-2,151
195
$902K 0.07%
4,524
+312
196
$896K 0.07%
22,203
+4,224
197
$890K 0.07%
1,656
+8
198
$878K 0.07%
6,259
-181
199
$873K 0.07%
+16,849
200
$870K 0.07%
10,481
+9,453
6 7
8
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