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
1026
$44.4K ﹤0.01%
273
-35,560
1027
$44.4K ﹤0.01%
1,659
-267
1028
$44.3K ﹤0.01%
122
+107
1029
$44.3K ﹤0.01%
1,024
-267
1030
$44.2K ﹤0.01%
528
+74
1031
$43.9K ﹤0.01%
601
-67
1032
$43.5K ﹤0.01%
1,072
+37
1033
$43.4K ﹤0.01%
489
+252
1034
$43.4K ﹤0.01%
702
-126
1035
$43.4K ﹤0.01%
1,320
-128
1036
$43.3K ﹤0.01%
959
+10
1037
$43.3K ﹤0.01%
491
+21
1038
$43.3K ﹤0.01%
1,427
+203
1039
$43.2K ﹤0.01%
376
1040
$43.1K ﹤0.01%
274
1041
$43.1K ﹤0.01%
1,022
-463
1042
$43K ﹤0.01%
273
+88
1043
$43K ﹤0.01%
701
+58
1044
$42.8K ﹤0.01%
279
+72
1045
$42.6K ﹤0.01%
+423
1046
$42.6K ﹤0.01%
694
-865
1047
$42.5K ﹤0.01%
1,360
+61
1048
$42.3K ﹤0.01%
+1,649
1049
$42.2K ﹤0.01%
1,590
+156
1050
$42.2K ﹤0.01%
453
+126
40 41
42
43 44