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
2826
$82 ﹤0.01%
+3
2827
$82 ﹤0.01%
+2
2828
$79 ﹤0.01%
50
2829
$77 ﹤0.01%
3
2830
$76 ﹤0.01%
12
-13
2831
$74 ﹤0.01%
5
-49
2832
$74 ﹤0.01%
+4
2833
$71 ﹤0.01%
+4
2834
$67 ﹤0.01%
+27
2835
$67 ﹤0.01%
+3
2836
$65 ﹤0.01%
3
2837
$62 ﹤0.01%
1
2838
$62 ﹤0.01%
20
2839
$62 ﹤0.01%
2
-498
2840
$61 ﹤0.01%
+12
2841
$61 ﹤0.01%
4
-17
2842
$60 ﹤0.01%
+2
2843
$60 ﹤0.01%
+8
2844
$58 ﹤0.01%
+6
2845
$55 ﹤0.01%
+5
2846
$55 ﹤0.01%
1
2847
$55 ﹤0.01%
2
2848
$54 ﹤0.01%
23
2849
$53 ﹤0.01%
4
2850
$53 ﹤0.01%
5
112 113
114
115 116