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
1151
$32.8K ﹤0.01%
1,272
1152
$32.8K ﹤0.01%
540
+9
1153
$32.7K ﹤0.01%
1,361
+22
1154
$32.7K ﹤0.01%
79
+70
1155
$32.6K ﹤0.01%
1,674
-168
1156
$32.4K ﹤0.01%
356
+23
1157
$32.4K ﹤0.01%
244
-95
1158
$32.2K ﹤0.01%
361
+343
1159
$32.2K ﹤0.01%
614
-384
1160
$32.1K ﹤0.01%
1,738
-113
1161
$32.1K ﹤0.01%
285
+12
1162
$32.1K ﹤0.01%
658
-11,608
1163
$32K ﹤0.01%
263
1164
$31.9K ﹤0.01%
1,161
-346
1165
$31.9K ﹤0.01%
2,754
+235
1166
$31.9K ﹤0.01%
346
+111
1167
$31.9K ﹤0.01%
1,885
+1,343
1168
$31.8K ﹤0.01%
82
+24
1169
$31.7K ﹤0.01%
1,023
+5
1170
$31.7K ﹤0.01%
341
+142
1171
$31.5K ﹤0.01%
2,200
1172
$31.4K ﹤0.01%
457
+10
1173
$31.3K ﹤0.01%
414
+170
1174
$31.2K ﹤0.01%
120
+35
1175
$31K ﹤0.01%
842
+6
45 46
47
48 49