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
2751
$413 ﹤0.01%
100
2752
$412 ﹤0.01%
9
-31,481
2753
$411 ﹤0.01%
+100
2754
$410 ﹤0.01%
+27
2755
$401 ﹤0.01%
9
-2
2756
$400 ﹤0.01%
+6
2757
$398 ﹤0.01%
8
-10
2758
$390 ﹤0.01%
12
2759
$384 ﹤0.01%
+29
2760
$378 ﹤0.01%
9
2761
$375 ﹤0.01%
21
2762
$371 ﹤0.01%
+42
2763
$362 ﹤0.01%
6
2764
$361 ﹤0.01%
+15
2765
$360 ﹤0.01%
7
2766
$358 ﹤0.01%
+5
2767
$348 ﹤0.01%
+6
2768
$341 ﹤0.01%
4
-90
2769
$340 ﹤0.01%
+25
2770
$336 ﹤0.01%
21
+20
2771
$309 ﹤0.01%
1
-34
2772
$303 ﹤0.01%
+14
2773
$296 ﹤0.01%
+35
2774
$294 ﹤0.01%
2
2775
$282 ﹤0.01%
17
-1,053
109 110
111
112 113