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
2726
$486 ﹤0.01%
+90
2727
$482 ﹤0.01%
8
-7
2728
$480 ﹤0.01%
+112
2729
$480 ﹤0.01%
+43
2730
$479 ﹤0.01%
+182
2731
$476 ﹤0.01%
+88
2732
$473 ﹤0.01%
+59
2733
$467 ﹤0.01%
+10
2734
$466 ﹤0.01%
20
2735
$466 ﹤0.01%
+7
2736
$465 ﹤0.01%
+4
2737
$465 ﹤0.01%
+38
2738
$462 ﹤0.01%
54
+30
2739
$461 ﹤0.01%
+131
2740
$460 ﹤0.01%
5
-6
2741
$459 ﹤0.01%
39
+16
2742
$458 ﹤0.01%
+26
2743
$447 ﹤0.01%
+29
2744
$445 ﹤0.01%
+14
2745
$443 ﹤0.01%
+15
2746
$442 ﹤0.01%
56
-23
2747
$440 ﹤0.01%
43
-7
2748
$437 ﹤0.01%
16
-19
2749
$436 ﹤0.01%
8
-120
2750
$426 ﹤0.01%
63
-339
108 109
110
111 112