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
951
$54.2K ﹤0.01%
+536
952
$54.2K ﹤0.01%
1,211
+122
953
$54.1K ﹤0.01%
546
+442
954
$54.1K ﹤0.01%
4,278
+1,264
955
$54.1K ﹤0.01%
158
-4
956
$54K ﹤0.01%
328
+56
957
$53.7K ﹤0.01%
1,083
958
$53.7K ﹤0.01%
412
+18
959
$53.6K ﹤0.01%
345
+80
960
$53.2K ﹤0.01%
+1,064
961
$53.2K ﹤0.01%
600
-100
962
$53.1K ﹤0.01%
1,417
-28
963
$53.1K ﹤0.01%
3,123
+23
964
$53K ﹤0.01%
712
+46
965
$53K ﹤0.01%
1,568
-18
966
$52.7K ﹤0.01%
505
+44
967
$52.6K ﹤0.01%
549
+8
968
$52.4K ﹤0.01%
+1,119
969
$52.4K ﹤0.01%
+1,180
970
$52.2K ﹤0.01%
397
+27
971
$52.2K ﹤0.01%
797
+28
972
$52.1K ﹤0.01%
464
973
$51.9K ﹤0.01%
2,789
+539
974
$51.8K ﹤0.01%
537
975
$51.6K ﹤0.01%
5,342
+559
37 38
39
40 41