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
2801
$174 ﹤0.01%
+3
2802
$165 ﹤0.01%
11
2803
$162 ﹤0.01%
+9
2804
$158 ﹤0.01%
2
-38
2805
$153 ﹤0.01%
+30
2806
$147 ﹤0.01%
8
+6
2807
$144 ﹤0.01%
+11
2808
$140 ﹤0.01%
+4
2809
$140 ﹤0.01%
1
2810
$135 ﹤0.01%
+11
2811
$128 ﹤0.01%
25
2812
$127 ﹤0.01%
25
-653
2813
$124 ﹤0.01%
+19
2814
$123 ﹤0.01%
+93
2815
$123 ﹤0.01%
+10
2816
$121 ﹤0.01%
+16
2817
$119 ﹤0.01%
+41
2818
$116 ﹤0.01%
+11
2819
$107 ﹤0.01%
+8
2820
$105 ﹤0.01%
+1
2821
$98 ﹤0.01%
+35
2822
$96 ﹤0.01%
50
2823
$90 ﹤0.01%
+1
2824
$86 ﹤0.01%
10
2825
$85 ﹤0.01%
+5
111 112
113
114 115