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
826
$73.8K 0.01%
710
+11
827
$73.7K 0.01%
2,014
+105
828
$73.7K 0.01%
1,605
+811
829
$73.5K 0.01%
759
830
$73.4K 0.01%
1,744
-15
831
$73.2K 0.01%
+3,596
832
$73K 0.01%
13,473
+290
833
$73K 0.01%
2,545
834
$72.8K 0.01%
1,153
+88
835
$72.6K 0.01%
1,282
-1,527
836
$72.1K 0.01%
465
+108
837
$72.1K 0.01%
2,174
+10
838
$72K 0.01%
407
-24
839
$71.9K 0.01%
1,985
840
$71.9K 0.01%
5,908
-1,084
841
$71.5K 0.01%
1,000
-625
842
$71K 0.01%
1,294
-3
843
$70.9K 0.01%
1,170
-102
844
$70.8K 0.01%
411
+6
845
$70.6K 0.01%
852
-48
846
$70.5K 0.01%
1,302
+154
847
$70.3K 0.01%
955
-12
848
$70.2K 0.01%
2,950
-116
849
$69.9K 0.01%
2,686
+1,018
850
$69.6K 0.01%
571
+11
32 33
34
35 36