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
726
$95.1K 0.01%
8,556
-869
727
$95K 0.01%
1,753
+458
728
$94.8K 0.01%
10,885
729
$94.6K 0.01%
954
-80
730
$93.9K 0.01%
1,382
-49
731
$93.9K 0.01%
1,167
-755
732
$93.7K 0.01%
1,330
+65
733
$93.6K 0.01%
5,030
+709
734
$93.2K 0.01%
1,907
+42
735
$93.2K 0.01%
1,744
+180
736
$93K 0.01%
1,472
+58
737
$92.7K 0.01%
1,890
738
$92.7K 0.01%
533
-56
739
$92.7K 0.01%
3,245
-8
740
$91.9K 0.01%
2,301
+1,060
741
$90.5K 0.01%
129
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742
$90.4K 0.01%
13,335
+1,168
743
$90.4K 0.01%
1,451
+404
744
$90.1K 0.01%
2,399
+616
745
$90.1K 0.01%
298
-140
746
$90K 0.01%
2,110
-7
747
$89.9K 0.01%
2,796
+1,828
748
$89.6K 0.01%
1,448
+156
749
$89.6K 0.01%
757
+496
750
$89.2K 0.01%
1,584
28 29
30
31 32