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
2576
$1K ﹤0.01%
129
2577
$998 ﹤0.01%
114
-33
2578
$996 ﹤0.01%
38
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2579
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40
2580
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2581
$988 ﹤0.01%
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2582
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27
+13
2583
$980 ﹤0.01%
+280
2584
$973 ﹤0.01%
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2585
$972 ﹤0.01%
25
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2586
$970 ﹤0.01%
22
+13
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2588
$968 ﹤0.01%
+80
2589
$967 ﹤0.01%
116
+59
2590
$963 ﹤0.01%
25
+11
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$963 ﹤0.01%
13
2592
$960 ﹤0.01%
34
2593
$958 ﹤0.01%
538
-1,300
2594
$955 ﹤0.01%
12
2595
$953 ﹤0.01%
100
2596
$951 ﹤0.01%
+36
2597
$950 ﹤0.01%
158
+26
2598
$948 ﹤0.01%
+86
2599
$946 ﹤0.01%
27
+12
2600
$942 ﹤0.01%
+57
102 103
104
105 106