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
1101
$36.5K ﹤0.01%
369
+47
1102
$36.5K ﹤0.01%
409
-55
1103
$36.4K ﹤0.01%
97
+15
1104
$36.3K ﹤0.01%
785
-77
1105
$36.3K ﹤0.01%
9,400
1106
$36.3K ﹤0.01%
497
-300
1107
$36.3K ﹤0.01%
331
+160
1108
$36.2K ﹤0.01%
2,042
+32
1109
$36K ﹤0.01%
412
+130
1110
$35.8K ﹤0.01%
2,990
1111
$35.8K ﹤0.01%
1,347
+257
1112
$35.8K ﹤0.01%
1,690
+9
1113
$35.8K ﹤0.01%
4,028
1114
$35.7K ﹤0.01%
374
+10
1115
$35.6K ﹤0.01%
232
+9
1116
$35.5K ﹤0.01%
1,666
1117
$35.4K ﹤0.01%
+301
1118
$35.4K ﹤0.01%
535
+332
1119
$35.4K ﹤0.01%
530
+330
1120
$35.3K ﹤0.01%
+800
1121
$35.1K ﹤0.01%
131
-3
1122
$35.1K ﹤0.01%
6,990
-75
1123
$35.1K ﹤0.01%
+2,500
1124
$35K ﹤0.01%
428
-334
1125
$34.8K ﹤0.01%
634
-828
43 44
45
46 47