EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
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
1
$50.2M 3.94%
1,034,891
+131,115
2
$43.8M 3.44%
132,853
-3,046
3
$42.9M 3.37%
274,239
+53,226
4
$32.3M 2.54%
189,604
+21,078
5
$30.8M 2.42%
335,299
+105,821
6
$28.7M 2.26%
662,721
-74,647
7
$21.7M 1.7%
123,675
+2,980
8
$20.7M 1.63%
270,988
-41,595
9
$19.8M 1.55%
50,794
+4,512
10
$18.9M 1.48%
73,721
-206
11
$17.1M 1.35%
37,080
+685
12
$16.9M 1.33%
401,823
+68,242
13
$16.8M 1.32%
67,681
+2,801
14
$15.8M 1.24%
97,039
-191
15
$15.7M 1.24%
567,224
+110,934
16
$14.8M 1.16%
305,136
+62,333
17
$14.5M 1.14%
190,725
+39,607
18
$14.4M 1.13%
+279,120
19
$14.1M 1.11%
67,583
-971
20
$14M 1.1%
79,813
+9,076
21
$13.7M 1.08%
450,051
+58,328
22
$12.5M 0.98%
58,581
+11,504
23
$12.3M 0.96%
141,890
+17,850
24
$11.4M 0.89%
569,963
+14,791
25
$10.5M 0.83%
80,910
-860
1
2 3 4 5