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
776
$83.7K 0.01%
1,810
777
$83.7K 0.01%
967
-85
778
$83.4K 0.01%
+3,325
779
$83.2K 0.01%
1,466
+245
780
$82.9K 0.01%
1,849
-672
781
$82.8K 0.01%
4,364
-293
782
$82.8K 0.01%
1,046
+170
783
$82.5K 0.01%
1,037
+326
784
$82.3K 0.01%
402
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785
$82.3K 0.01%
464
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786
$82.2K 0.01%
805
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787
$82K 0.01%
2,940
-163
788
$82K 0.01%
6,228
-81
789
$81.9K 0.01%
2,274
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790
$81.9K 0.01%
261
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$81.5K 0.01%
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$81.4K 0.01%
223
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$80.8K 0.01%
1,076
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794
$80.8K 0.01%
1,353
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795
$80.7K 0.01%
345
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796
$80.7K 0.01%
2,588
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797
$80K 0.01%
403
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798
$79.6K 0.01%
1,151
+1
799
$79.1K 0.01%
507
+24
800
$79K 0.01%
732
-20
30 31
32
33 34