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
901
$59.6K ﹤0.01%
473
-49
902
$59.6K ﹤0.01%
1,084
+828
903
$59.5K ﹤0.01%
1,460
904
$59.5K ﹤0.01%
4,394
+260
905
$59.4K ﹤0.01%
1,485
+20
906
$59.3K ﹤0.01%
5,429
907
$59.2K ﹤0.01%
998
+1
908
$59.1K ﹤0.01%
720
-46,612
909
$59K ﹤0.01%
23,800
-4,000
910
$58.7K ﹤0.01%
490
+73
911
$58.6K ﹤0.01%
273
-222
912
$58.4K ﹤0.01%
5,870
+2,222
913
$58.1K ﹤0.01%
2,023
914
$58K ﹤0.01%
757
-146
915
$57.5K ﹤0.01%
488
-72
916
$57.5K ﹤0.01%
482
+32
917
$57.5K ﹤0.01%
486
+110
918
$57.4K ﹤0.01%
263
+42
919
$57.3K ﹤0.01%
1,899
+231
920
$57.3K ﹤0.01%
1,291
-59
921
$57.1K ﹤0.01%
1,222
+156
922
$57K ﹤0.01%
690
+350
923
$56.9K ﹤0.01%
1,006
+24
924
$56.7K ﹤0.01%
1,075
+663
925
$56.6K ﹤0.01%
2,043
+236
35 36
37
38 39