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
2651
$686 ﹤0.01%
55
2652
$684 ﹤0.01%
+93
2653
$683 ﹤0.01%
21
-38
2654
$678 ﹤0.01%
+24
2655
$670 ﹤0.01%
+6
2656
$654 ﹤0.01%
+2
2657
$652 ﹤0.01%
148
+123
2658
$640 ﹤0.01%
38
2659
$639 ﹤0.01%
76
2660
$637 ﹤0.01%
12
2661
$636 ﹤0.01%
13
-31
2662
$635 ﹤0.01%
+4
2663
$632 ﹤0.01%
65
2664
$628 ﹤0.01%
167
-704
2665
$622 ﹤0.01%
+54
2666
$621 ﹤0.01%
57
2667
$607 ﹤0.01%
65
2668
$602 ﹤0.01%
16
+8
2669
$601 ﹤0.01%
+189
2670
$595 ﹤0.01%
+7
2671
$591 ﹤0.01%
21
+6
2672
$587 ﹤0.01%
34
+19
2673
$583 ﹤0.01%
14
-25
2674
$580 ﹤0.01%
+81
2675
$579 ﹤0.01%
132
105 106
107
108 109