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
801
$78.8K 0.01%
54
+13
802
$78.5K 0.01%
712
+237
803
$78.2K 0.01%
4,155
+1,829
804
$78.1K 0.01%
547
+7
805
$78K 0.01%
1,718
+4
806
$77.6K 0.01%
1,390
-30
807
$77.5K 0.01%
2,195
+9
808
$77.5K 0.01%
1,046
809
$77.3K 0.01%
816
+126
810
$76.9K 0.01%
1,586
+19
811
$76.9K 0.01%
1,553
+41
812
$76.9K 0.01%
2,320
+2,080
813
$76.6K 0.01%
987
+127
814
$76.4K 0.01%
1,047
-123
815
$76.2K 0.01%
60,263
816
$76.1K 0.01%
1,194
+259
817
$75.9K 0.01%
810
+633
818
$75.7K 0.01%
914
-1,100
819
$75.5K 0.01%
13,221
+5,739
820
$75.2K 0.01%
849
-14
821
$75.1K 0.01%
842
+361
822
$74.6K 0.01%
1,712
+889
823
$74.2K 0.01%
2,641
-231
824
$74K 0.01%
954
+600
825
$74K 0.01%
975
+572
31 32
33
34 35