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
2776
$270 ﹤0.01%
+3
2777
$270 ﹤0.01%
+11
2778
$269 ﹤0.01%
+30
2779
$261 ﹤0.01%
97
-503
2780
$260 ﹤0.01%
60
2781
$256 ﹤0.01%
+11
2782
$253 ﹤0.01%
+10
2783
$250 ﹤0.01%
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2784
$249 ﹤0.01%
+26
2785
$232 ﹤0.01%
4
-15
2786
$232 ﹤0.01%
+8
2787
$229 ﹤0.01%
28
+25
2788
$227 ﹤0.01%
+5
2789
$224 ﹤0.01%
+22
2790
$222 ﹤0.01%
500
2791
$219 ﹤0.01%
5
-145
2792
$214 ﹤0.01%
+25
2793
$209 ﹤0.01%
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2794
$196 ﹤0.01%
10
-52
2795
$194 ﹤0.01%
+12
2796
$190 ﹤0.01%
+11
2797
$190 ﹤0.01%
17
-165
2798
$186 ﹤0.01%
+6
2799
$178 ﹤0.01%
+2
2800
$175 ﹤0.01%
+4
110 111
112
113 114