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
976
$51.5K ﹤0.01%
254
-3
977
$51.2K ﹤0.01%
2,500
978
$51K ﹤0.01%
1,166
-49
979
$51K ﹤0.01%
1,619
+137
980
$50.7K ﹤0.01%
2,192
+190
981
$50.6K ﹤0.01%
1,008
+3
982
$50.5K ﹤0.01%
481
-1,545
983
$50.3K ﹤0.01%
1,537
+166
984
$50K ﹤0.01%
880
+12
985
$49.8K ﹤0.01%
6,650
+115
986
$49.8K ﹤0.01%
227
+16
987
$49.4K ﹤0.01%
363
-3
988
$49.1K ﹤0.01%
835
989
$49.1K ﹤0.01%
1,640
+1,272
990
$49K ﹤0.01%
2,023
+227
991
$49K ﹤0.01%
4,852
-358
992
$49K ﹤0.01%
551
+104
993
$48.8K ﹤0.01%
284
-24
994
$48.7K ﹤0.01%
1,454
+1,354
995
$48.6K ﹤0.01%
909
-131
996
$48.3K ﹤0.01%
861
+1
997
$48.2K ﹤0.01%
1,335
+4
998
$48K ﹤0.01%
508
-172
999
$47.9K ﹤0.01%
635
-89
1000
$47.6K ﹤0.01%
711
+89
38 39
40
41 42