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
2626
$822 ﹤0.01%
29
2627
$820 ﹤0.01%
40
2628
$819 ﹤0.01%
468
2629
$817 ﹤0.01%
28
-86
2630
$813 ﹤0.01%
8
+2
2631
$807 ﹤0.01%
146
2632
$803 ﹤0.01%
142
2633
$800 ﹤0.01%
+34
2634
$788 ﹤0.01%
15
2635
$773 ﹤0.01%
+20
2636
$768 ﹤0.01%
+8
2637
$768 ﹤0.01%
+42
2638
$767 ﹤0.01%
+89
2639
$765 ﹤0.01%
31
2640
$756 ﹤0.01%
16
-10
2641
$750 ﹤0.01%
+50
2642
$747 ﹤0.01%
6
-22
2643
$747 ﹤0.01%
29
2644
$734 ﹤0.01%
50
2645
$724 ﹤0.01%
+7
2646
$714 ﹤0.01%
+190
2647
$714 ﹤0.01%
337
2648
$706 ﹤0.01%
+48
2649
$706 ﹤0.01%
100
2650
$701 ﹤0.01%
18
-3
104 105
106
107 108