EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$13.4M
2
+$9.69M
3
+$8.21M
4
MBB icon
iShares MBS ETF
MBB
+$7.4M
5
TSLA icon
Tesla
TSLA
+$7.05M

Top Sells

1
+$7.17M
2
+$4.17M
3
+$3.82M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.21M
5
IAU icon
iShares Gold Trust
IAU
+$2.93M

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 6.49%
3 Financials 6.42%
4 Industrials 3.76%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$4.74K ﹤0.01%
+204
2077
$4.74K ﹤0.01%
+21
2078
$4.74K ﹤0.01%
13
2079
$4.72K ﹤0.01%
576
-210
2080
$4.71K ﹤0.01%
+21
2081
$4.71K ﹤0.01%
+511
2082
$4.69K ﹤0.01%
+161
2083
$4.67K ﹤0.01%
+809
2084
$4.63K ﹤0.01%
43
-35
2085
$4.62K ﹤0.01%
12
+6
2086
$4.61K ﹤0.01%
114
+87
2087
$4.59K ﹤0.01%
+402
2088
$4.58K ﹤0.01%
293
2089
$4.58K ﹤0.01%
157
+40
2090
$4.57K ﹤0.01%
195
-12
2091
$4.55K ﹤0.01%
45
2092
$4.54K ﹤0.01%
100
2093
$4.53K ﹤0.01%
63
+1
2094
$4.51K ﹤0.01%
292
+34
2095
$4.5K ﹤0.01%
424
-100
2096
$4.49K ﹤0.01%
32
2097
$4.46K ﹤0.01%
504
2098
$4.44K ﹤0.01%
850
+453
2099
$4.42K ﹤0.01%
+252
2100
$4.42K ﹤0.01%
691
82 83
84
85 86