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
1976
$5.78K ﹤0.01%
723
1977
$5.77K ﹤0.01%
181
+86
1978
$5.77K ﹤0.01%
471
+459
1979
$5.74K ﹤0.01%
162
-1
1980
$5.74K ﹤0.01%
676
+444
1981
$5.72K ﹤0.01%
434
+176
1982
$5.72K ﹤0.01%
649
-2,275
1983
$5.72K ﹤0.01%
48
+33
1984
$5.68K ﹤0.01%
+117
1985
$5.68K ﹤0.01%
308
-227
1986
$5.68K ﹤0.01%
301
1987
$5.67K ﹤0.01%
193
-102
1988
$5.67K ﹤0.01%
378
+151
1989
$5.66K ﹤0.01%
234
-327
1990
$5.66K ﹤0.01%
114
+1
1991
$5.65K ﹤0.01%
1,417
+109
1992
$5.64K ﹤0.01%
32
+7
1993
$5.63K ﹤0.01%
210
+12
1994
$5.62K ﹤0.01%
400
1995
$5.62K ﹤0.01%
100
+7
1996
$5.6K ﹤0.01%
+80
1997
$5.59K ﹤0.01%
243
1998
$5.58K ﹤0.01%
275
1999
$5.57K ﹤0.01%
180
2000
$5.55K ﹤0.01%
345
78 79
80
81 82