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
1076
$39.4K ﹤0.01%
+1,690
1077
$39K ﹤0.01%
1,551
-939
1078
$38.9K ﹤0.01%
2,077
+1,076
1079
$38.9K ﹤0.01%
2,206
-412
1080
$38.7K ﹤0.01%
308
+127
1081
$38.6K ﹤0.01%
1,417
+24
1082
$38.6K ﹤0.01%
2,477
+10
1083
$38.6K ﹤0.01%
630
+600
1084
$38.5K ﹤0.01%
2,558
-1,372
1085
$38.4K ﹤0.01%
597
-83
1086
$38.3K ﹤0.01%
777
+167
1087
$38.3K ﹤0.01%
16,489
-2,113
1088
$38K ﹤0.01%
910
-250
1089
$37.6K ﹤0.01%
544
+402
1090
$37.5K ﹤0.01%
1,199
+7
1091
$37.5K ﹤0.01%
509
+259
1092
$37.3K ﹤0.01%
3,647
+1,524
1093
$37.3K ﹤0.01%
1,023
-156
1094
$37.2K ﹤0.01%
1,134
-2,340
1095
$37.1K ﹤0.01%
848
-266
1096
$37.1K ﹤0.01%
745
+83
1097
$37K ﹤0.01%
734
+542
1098
$36.8K ﹤0.01%
230
+25
1099
$36.8K ﹤0.01%
521
+33
1100
$36.6K ﹤0.01%
916
42 43
44
45 46