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
2501
$1.27K ﹤0.01%
17
2502
$1.26K ﹤0.01%
16
-30
2503
$1.26K ﹤0.01%
+30
2504
$1.26K ﹤0.01%
115
2505
$1.26K ﹤0.01%
55
2506
$1.26K ﹤0.01%
319
+121
2507
$1.26K ﹤0.01%
38
2508
$1.25K ﹤0.01%
388
+167
2509
$1.25K ﹤0.01%
13
-26
2510
$1.24K ﹤0.01%
11
+8
2511
$1.24K ﹤0.01%
5
-6
2512
$1.23K ﹤0.01%
200
-537
2513
$1.23K ﹤0.01%
13
+2
2514
$1.22K ﹤0.01%
18
2515
$1.22K ﹤0.01%
14
2516
$1.22K ﹤0.01%
1,000
+334
2517
$1.21K ﹤0.01%
+208
2518
$1.21K ﹤0.01%
41
2519
$1.21K ﹤0.01%
39
2520
$1.2K ﹤0.01%
20
2521
$1.2K ﹤0.01%
391
+134
2522
$1.19K ﹤0.01%
54
-36
2523
$1.19K ﹤0.01%
24
-165
2524
$1.19K ﹤0.01%
22
2525
$1.19K ﹤0.01%
57
+6
99 100
101
102 103