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
2476
$1.4K ﹤0.01%
21
2477
$1.4K ﹤0.01%
300
2478
$1.38K ﹤0.01%
68
-7
2479
$1.38K ﹤0.01%
252
-513
2480
$1.38K ﹤0.01%
46
-68
2481
$1.38K ﹤0.01%
53
+17
2482
$1.37K ﹤0.01%
+136
2483
$1.36K ﹤0.01%
390
2484
$1.36K ﹤0.01%
23
-19
2485
$1.35K ﹤0.01%
+380
2486
$1.34K ﹤0.01%
+39
2487
$1.34K ﹤0.01%
52
2488
$1.34K ﹤0.01%
+170
2489
$1.33K ﹤0.01%
+124
2490
$1.32K ﹤0.01%
79
2491
$1.32K ﹤0.01%
75
-53
2492
$1.32K ﹤0.01%
1,694
+1,194
2493
$1.31K ﹤0.01%
3
2494
$1.31K ﹤0.01%
+132
2495
$1.3K ﹤0.01%
179
-10
2496
$1.29K ﹤0.01%
+83
2497
$1.27K ﹤0.01%
23
-13
2498
$1.27K ﹤0.01%
76
-805
2499
$1.27K ﹤0.01%
+361
2500
$1.27K ﹤0.01%
12
98 99
100
101 102