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
2526
$1.19K ﹤0.01%
+68
2527
$1.18K ﹤0.01%
25
2528
$1.18K ﹤0.01%
34
2529
$1.17K ﹤0.01%
29
2530
$1.17K ﹤0.01%
11
-36
2531
$1.16K ﹤0.01%
92
-183
2532
$1.16K ﹤0.01%
129
2533
$1.15K ﹤0.01%
76
+38
2534
$1.15K ﹤0.01%
19
-175
2535
$1.15K ﹤0.01%
+27
2536
$1.14K ﹤0.01%
44
+3
2537
$1.14K ﹤0.01%
+109
2538
$1.14K ﹤0.01%
21
-103
2539
$1.13K ﹤0.01%
+5
2540
$1.13K ﹤0.01%
180
2541
$1.12K ﹤0.01%
+250
2542
$1.12K ﹤0.01%
1,728
+1,546
2543
$1.11K ﹤0.01%
75
2544
$1.1K ﹤0.01%
124
+31
2545
$1.1K ﹤0.01%
+57
2546
$1.09K ﹤0.01%
+36
2547
$1.09K ﹤0.01%
31
2548
$1.08K ﹤0.01%
175
+20
2549
$1.07K ﹤0.01%
+23
2550
$1.07K ﹤0.01%
32
+14
100 101
102
103 104