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
2601
$936 ﹤0.01%
+21
2602
$932 ﹤0.01%
46
-140
2603
$929 ﹤0.01%
42
2604
$915 ﹤0.01%
46
2605
$915 ﹤0.01%
49
2606
$913 ﹤0.01%
8
2607
$910 ﹤0.01%
26
2608
$909 ﹤0.01%
96
+58
2609
$900 ﹤0.01%
22
2610
$896 ﹤0.01%
52
-32
2611
$895 ﹤0.01%
42
2612
$891 ﹤0.01%
+30
2613
$891 ﹤0.01%
155
-424
2614
$890 ﹤0.01%
+89
2615
$888 ﹤0.01%
49
2616
$886 ﹤0.01%
38
+6
2617
$878 ﹤0.01%
390
-1,187
2618
$868 ﹤0.01%
73
2619
$853 ﹤0.01%
23
-7
2620
$851 ﹤0.01%
25
2621
$847 ﹤0.01%
+27
2622
$842 ﹤0.01%
46
2623
$839 ﹤0.01%
30
2624
$837 ﹤0.01%
49
2625
$833 ﹤0.01%
+160
103 104
105
106 107