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
851
$69.4K 0.01%
10,000
852
$69.1K 0.01%
4,152
+2,358
853
$69.1K 0.01%
3,915
-2,010
854
$68.8K 0.01%
1,364
-303
855
$68.2K 0.01%
1,906
+298
856
$68K 0.01%
5,968
+2,383
857
$67.6K 0.01%
1,098
+9
858
$67.5K 0.01%
1,157
+107
859
$67.1K 0.01%
228
+15
860
$67K 0.01%
2,622
-507
861
$67K 0.01%
+1,411
862
$66.9K 0.01%
858
+248
863
$66.8K 0.01%
861
-812
864
$66.7K 0.01%
807
+267
865
$66.6K 0.01%
4,461
+32
866
$66.5K 0.01%
659
+121
867
$66.5K 0.01%
1,320
+505
868
$66.3K 0.01%
1,223
+134
869
$66.2K 0.01%
+1,561
870
$66K 0.01%
292
+41
871
$65.6K 0.01%
619
+39
872
$65.6K 0.01%
1,893
+274
873
$65.6K 0.01%
1,456
+566
874
$65.3K 0.01%
4,628
+2,105
875
$65K 0.01%
1,060
+987
33 34
35
36 37