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
1126
$34.7K ﹤0.01%
666
+31
1127
$34.6K ﹤0.01%
990
-47
1128
$34.5K ﹤0.01%
1,019
+19
1129
$34.4K ﹤0.01%
331
+43
1130
$34.4K ﹤0.01%
871
+329
1131
$34.3K ﹤0.01%
240
+208
1132
$34.1K ﹤0.01%
+1,042
1133
$34.1K ﹤0.01%
1,503
+24
1134
$33.9K ﹤0.01%
1,672
+32
1135
$33.7K ﹤0.01%
3,000
-55
1136
$33.7K ﹤0.01%
589
+427
1137
$33.7K ﹤0.01%
331
-186
1138
$33.6K ﹤0.01%
455
+316
1139
$33.6K ﹤0.01%
466
1140
$33.4K ﹤0.01%
466
+208
1141
$33.4K ﹤0.01%
2,681
+895
1142
$33.3K ﹤0.01%
360
-18
1143
$33.3K ﹤0.01%
5,062
-76,653
1144
$33.2K ﹤0.01%
1,187
+4
1145
$33.2K ﹤0.01%
666
-78
1146
$33.2K ﹤0.01%
362
-98
1147
$33.2K ﹤0.01%
1,396
+819
1148
$33K ﹤0.01%
209
-74
1149
$33K ﹤0.01%
205
+58
1150
$32.9K ﹤0.01%
922
+38
44 45
46
47 48