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
2851
$51 ﹤0.01%
5
-41
2852
$49 ﹤0.01%
2
-138
2853
– –
0
2854
$44 ﹤0.01%
2
-18
2855
$42 ﹤0.01%
5
-50
2856
$41 ﹤0.01%
3
2857
$41 ﹤0.01%
+3
2858
$40 ﹤0.01%
1
2859
$39 ﹤0.01%
+6
2860
$39 ﹤0.01%
1
2861
$39 ﹤0.01%
+8
2862
$39 ﹤0.01%
+1
2863
$38 ﹤0.01%
13
2864
$38 ﹤0.01%
3
2865
$37 ﹤0.01%
1
-22
2866
$36 ﹤0.01%
+6
2867
$34 ﹤0.01%
5
-148
2868
$33 ﹤0.01%
+3
2869
$33 ﹤0.01%
13
2870
$31 ﹤0.01%
+1
2871
$31 ﹤0.01%
+23
2872
$28 ﹤0.01%
+5
2873
$27 ﹤0.01%
+1
2874
$26 ﹤0.01%
+5
2875
$22 ﹤0.01%
2
113 114
115
116 117