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
1051
$42.2K ﹤0.01%
1,387
-471
1052
$42.1K ﹤0.01%
+4,054
1053
$42K ﹤0.01%
708
+340
1054
$42K ﹤0.01%
351
+72
1055
$41.8K ﹤0.01%
1,651
-79
1056
$41.8K ﹤0.01%
2,243
+773
1057
$41.8K ﹤0.01%
450
+21
1058
$41.6K ﹤0.01%
224
+100
1059
$41.3K ﹤0.01%
626
+275
1060
$41.1K ﹤0.01%
16,072
+4,955
1061
$41K ﹤0.01%
242
-170
1062
$40.7K ﹤0.01%
748
+538
1063
$40.5K ﹤0.01%
1,284
+42
1064
$40.5K ﹤0.01%
4,941
-288
1065
$40.2K ﹤0.01%
748
+18
1066
$40.1K ﹤0.01%
235
-1
1067
$39.9K ﹤0.01%
933
+864
1068
$39.9K ﹤0.01%
297
+2
1069
$39.8K ﹤0.01%
688
-48
1070
$39.5K ﹤0.01%
+2,779
1071
$39.5K ﹤0.01%
4,416
+2,519
1072
$39.4K ﹤0.01%
2,928
+112
1073
$39.4K ﹤0.01%
274
+60
1074
$39.4K ﹤0.01%
867
+62
1075
$39.4K ﹤0.01%
2,778
+316
41 42
43
44 45