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
2676
$577 ﹤0.01%
29
-84
2677
$570 ﹤0.01%
+281
2678
$570 ﹤0.01%
+57
2679
$568 ﹤0.01%
+24
2680
$567 ﹤0.01%
15
2681
$566 ﹤0.01%
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2682
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153
-147
2683
$561 ﹤0.01%
51
2684
$561 ﹤0.01%
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2685
$560 ﹤0.01%
12
2686
$557 ﹤0.01%
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2687
$556 ﹤0.01%
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2688
$555 ﹤0.01%
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2689
$552 ﹤0.01%
33
2690
$545 ﹤0.01%
+117
2691
$542 ﹤0.01%
+48
2692
$541 ﹤0.01%
+21
2693
$540 ﹤0.01%
+15
2694
$539 ﹤0.01%
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2695
$534 ﹤0.01%
14
-31
2696
$531 ﹤0.01%
5
2697
$531 ﹤0.01%
150
-25
2698
$529 ﹤0.01%
292
-234
2699
$527 ﹤0.01%
+22
2700
$525 ﹤0.01%
+18
106 107
108
109 110