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
2001
$5.53K ﹤0.01%
1,863
+1,607
2002
$5.53K ﹤0.01%
+275
2003
$5.53K ﹤0.01%
211
-46
2004
$5.52K ﹤0.01%
106
-27
2005
$5.52K ﹤0.01%
+145
2006
$5.51K ﹤0.01%
75
2007
$5.5K ﹤0.01%
182
2008
$5.47K ﹤0.01%
105
+96
2009
$5.46K ﹤0.01%
166
2010
$5.43K ﹤0.01%
+150
2011
$5.42K ﹤0.01%
93
+83
2012
$5.42K ﹤0.01%
22
-2
2013
$5.4K ﹤0.01%
125
+67
2014
$5.4K ﹤0.01%
51
+31
2015
$5.39K ﹤0.01%
88
2016
$5.39K ﹤0.01%
606
2017
$5.39K ﹤0.01%
320
2018
$5.39K ﹤0.01%
58
+5
2019
$5.37K ﹤0.01%
1,252
2020
$5.37K ﹤0.01%
56
-156
2021
$5.36K ﹤0.01%
494
2022
$5.36K ﹤0.01%
447
+29
2023
$5.35K ﹤0.01%
760
+656
2024
$5.35K ﹤0.01%
318
+264
2025
$5.34K ﹤0.01%
+379
79 80
81
82 83