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
876
$64.8K 0.01%
634
+180
877
$64.3K 0.01%
2,351
+557
878
$64.2K 0.01%
602
+359
879
$63.6K 0.01%
977
+492
880
$63.5K 0.01%
+1,757
881
$63.3K 0.01%
287
+80
882
$63.1K 0.01%
2,432
-353
883
$62.9K ﹤0.01%
1,315
+319
884
$62.3K ﹤0.01%
21,486
+10,591
885
$62.3K ﹤0.01%
787
+85
886
$62.2K ﹤0.01%
2,653
-87
887
$62.1K ﹤0.01%
2,099
+182
888
$62K ﹤0.01%
1,162
+858
889
$61.4K ﹤0.01%
402
-19
890
$61.3K ﹤0.01%
615
-21
891
$61.1K ﹤0.01%
1,508
-223
892
$61K ﹤0.01%
23,915
-10,680
893
$60.7K ﹤0.01%
993
+139
894
$60.4K ﹤0.01%
1,263
+104
895
$60.1K ﹤0.01%
215
+18
896
$60K ﹤0.01%
965
+713
897
$59.9K ﹤0.01%
199
+68
898
$59.8K ﹤0.01%
4,451
+399
899
$59.8K ﹤0.01%
343
-107
900
$59.8K ﹤0.01%
1,559
+1,358
34 35
36
37 38