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
2026
$5.33K ﹤0.01%
203
+18
2027
$5.32K ﹤0.01%
66
+61
2028
$5.29K ﹤0.01%
55
-14
2029
$5.28K ﹤0.01%
33
2030
$5.28K ﹤0.01%
244
-264
2031
$5.26K ﹤0.01%
264
+217
2032
$5.25K ﹤0.01%
+58
2033
$5.25K ﹤0.01%
956
2034
$5.23K ﹤0.01%
+44
2035
$5.21K ﹤0.01%
194
-294
2036
$5.19K ﹤0.01%
411
+164
2037
$5.19K ﹤0.01%
30
2038
$5.18K ﹤0.01%
121
+81
2039
$5.17K ﹤0.01%
66
+59
2040
$5.15K ﹤0.01%
+168
2041
$5.14K ﹤0.01%
83
2042
$5.14K ﹤0.01%
860
+859
2043
$5.14K ﹤0.01%
336
+215
2044
$5.1K ﹤0.01%
47
2045
$5.06K ﹤0.01%
176
2046
$5.05K ﹤0.01%
513
+290
2047
$5.05K ﹤0.01%
+144
2048
$5.04K ﹤0.01%
500
2049
$5.04K ﹤0.01%
91
+44
2050
$5.03K ﹤0.01%
74
+24
80 81
82
83 84