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
2551
$1.07K ﹤0.01%
+20
2552
$1.06K ﹤0.01%
15
-49
2553
$1.06K ﹤0.01%
369
-549
2554
$1.06K ﹤0.01%
+58
2555
$1.04K ﹤0.01%
7
2556
$1.04K ﹤0.01%
+19
2557
$1.04K ﹤0.01%
44
2558
$1.03K ﹤0.01%
+194
2559
$1.03K ﹤0.01%
84
+41
2560
$1.03K ﹤0.01%
33
2561
$1.03K ﹤0.01%
2
+1
2562
$1.03K ﹤0.01%
348
-181
2563
$1.03K ﹤0.01%
39
2564
$1.02K ﹤0.01%
492
2565
$1.02K ﹤0.01%
81
2566
$1.02K ﹤0.01%
95
2567
$1.02K ﹤0.01%
2,000
+1,600
2568
$1.02K ﹤0.01%
17
-3
2569
$1.02K ﹤0.01%
64
2570
$1.02K ﹤0.01%
+48
2571
$1.01K ﹤0.01%
64
-16
2572
$1.01K ﹤0.01%
91
-167
2573
$1.01K ﹤0.01%
7
-40
2574
$1K ﹤0.01%
18
+16
2575
$1K ﹤0.01%
75
+37
101 102
103
104 105