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
201
$849K 0.07%
30,515
+1,843
202
$833K 0.07%
34,806
+152
203
$823K 0.06%
+21,870
204
$814K 0.06%
7,312
+76
205
$807K 0.06%
11,912
-211
206
$807K 0.06%
6,250
+3,442
207
$806K 0.06%
8,001
+641
208
$804K 0.06%
8,185
+3,206
209
$799K 0.06%
3,352
-811
210
$795K 0.06%
26,464
+4,307
211
$791K 0.06%
+15,202
212
$787K 0.06%
5,953
-296
213
$784K 0.06%
1,377
+65
214
$777K 0.06%
3,104
+2,727
215
$770K 0.06%
+27,886
216
$770K 0.06%
10,891
+1,078
217
$767K 0.06%
+10,192
218
$767K 0.06%
12,419
+1,722
219
$753K 0.06%
+29,777
220
$747K 0.06%
4,673
-68
221
$746K 0.06%
39,419
-4,100
222
$738K 0.06%
13,466
+11,674
223
$728K 0.06%
3,194
+160
224
$725K 0.06%
4,109
+1,496
225
$720K 0.06%
31,946
+31,302
7 8
9
10 11