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
2701
$522 ﹤0.01%
+370
2702
$520 ﹤0.01%
102
2703
$519 ﹤0.01%
151
-469
2704
$519 ﹤0.01%
649
2705
$519 ﹤0.01%
70
+51
2706
$517 ﹤0.01%
42
2707
$517 ﹤0.01%
36
-51
2708
$514 ﹤0.01%
+29
2709
$514 ﹤0.01%
+146
2710
$509 ﹤0.01%
+20
2711
$508 ﹤0.01%
+263
2712
$505 ﹤0.01%
+102
2713
$504 ﹤0.01%
20
+1
2714
$504 ﹤0.01%
+99
2715
$504 ﹤0.01%
+31
2716
$502 ﹤0.01%
+11
2717
$502 ﹤0.01%
+5
2718
$501 ﹤0.01%
+477
2719
$500 ﹤0.01%
+7
2720
$499 ﹤0.01%
+21
2721
$498 ﹤0.01%
+6
2722
$496 ﹤0.01%
+236
2723
$494 ﹤0.01%
+44
2724
$490 ﹤0.01%
+22
2725
$489 ﹤0.01%
+28