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
751
$89.2K 0.01%
2,340
-67
752
$89.1K 0.01%
789
+16
753
$89.1K 0.01%
950
+108
754
$88.7K 0.01%
242
+7
755
$88.6K 0.01%
1,283
+432
756
$88.5K 0.01%
617
+62
757
$88.1K 0.01%
2,456
+5
758
$87.7K 0.01%
2,750
-137
759
$87.5K 0.01%
699
+272
760
$87.2K 0.01%
2,368
-300
761
$86.6K 0.01%
821
+305
762
$86.3K 0.01%
810
+40
763
$85.9K 0.01%
1,657
-30
764
$85.8K 0.01%
+2,787
765
$85.8K 0.01%
660
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766
$85.6K 0.01%
573
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767
$85.6K 0.01%
2,292
768
$85.4K 0.01%
239
-10
769
$85.1K 0.01%
5,389
-538
770
$84.8K 0.01%
+1,691
771
$84.8K 0.01%
+2,484
772
$84.8K 0.01%
599
-421
773
$84.3K 0.01%
283
+42
774
$84K 0.01%
6,067
-889
775
$83.8K 0.01%
2,665
+1,920
29 30
31
32 33