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
1001
$47.6K ﹤0.01%
484
+191
1002
$47.5K ﹤0.01%
561
+17
1003
$47.3K ﹤0.01%
225
-27
1004
$47.2K ﹤0.01%
1,162
-707
1005
$47.2K ﹤0.01%
143
+8
1006
$47.2K ﹤0.01%
6,714
+6,505
1007
$47.1K ﹤0.01%
2,067
+23
1008
$47.1K ﹤0.01%
2,118
1009
$47.1K ﹤0.01%
325
+187
1010
$46.8K ﹤0.01%
249
+206
1011
$46.8K ﹤0.01%
6,645
-829
1012
$46.7K ﹤0.01%
533
-44
1013
$46.6K ﹤0.01%
249
+3
1014
$46.5K ﹤0.01%
2,265
+700
1015
$46.4K ﹤0.01%
6,063
+2,895
1016
$46.3K ﹤0.01%
533
+165
1017
$46.1K ﹤0.01%
1,367
+753
1018
$45.9K ﹤0.01%
7,773
1019
$45.8K ﹤0.01%
473
+121
1020
$45.7K ﹤0.01%
742
+3
1021
$45.1K ﹤0.01%
1,281
+200
1022
$45K ﹤0.01%
+1,224
1023
$44.9K ﹤0.01%
1,704
-457
1024
$44.9K ﹤0.01%
414
+11
1025
$44.8K ﹤0.01%
223
+142
39 40
41
42 43