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
926
$56.5K ﹤0.01%
1,290
+100
927
$56.5K ﹤0.01%
542
+252
928
$56.5K ﹤0.01%
1,427
-236
929
$56.1K ﹤0.01%
543
-41
930
$56.1K ﹤0.01%
2,154
+13
931
$55.9K ﹤0.01%
305
+124
932
$55.8K ﹤0.01%
776
+108
933
$55.7K ﹤0.01%
1,550
+26
934
$55.6K ﹤0.01%
623
+160
935
$55.6K ﹤0.01%
345
+242
936
$55.4K ﹤0.01%
780
+90
937
$55.4K ﹤0.01%
2,919
+138
938
$55.3K ﹤0.01%
766
+184
939
$55.2K ﹤0.01%
652
-846
940
$55.2K ﹤0.01%
1,599
+109
941
$55.1K ﹤0.01%
2,888
-16
942
$54.9K ﹤0.01%
13,592
+6,836
943
$54.8K ﹤0.01%
5,953
944
$54.8K ﹤0.01%
2,682
+1,372
945
$54.7K ﹤0.01%
3,276
+146
946
$54.7K ﹤0.01%
1,453
947
$54.5K ﹤0.01%
193
-30
948
$54.4K ﹤0.01%
897
-540
949
$54.3K ﹤0.01%
3,033
-1,956
950
$54.2K ﹤0.01%
+1,880
36 37
38
39 40