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
1176
$30.9K ﹤0.01%
122
+116
1177
$30.8K ﹤0.01%
1,275
+48
1178
$30.8K ﹤0.01%
6,616
-4,340
1179
$30.7K ﹤0.01%
404
+3
1180
$30.6K ﹤0.01%
2,700
-442
1181
$30.4K ﹤0.01%
492
+6
1182
$30.3K ﹤0.01%
1,787
+1,468
1183
$30.3K ﹤0.01%
7,826
1184
$30.1K ﹤0.01%
574
1185
$30.1K ﹤0.01%
166
+28
1186
$30K ﹤0.01%
257
+115
1187
$30K ﹤0.01%
656
-174
1188
$29.9K ﹤0.01%
1,063
1189
$29.8K ﹤0.01%
1,676
+192
1190
$29.8K ﹤0.01%
+459
1191
$29.5K ﹤0.01%
2,421
+1,138
1192
$29.4K ﹤0.01%
301
-169
1193
$29.2K ﹤0.01%
319
+49
1194
$29.1K ﹤0.01%
597
1195
$29.1K ﹤0.01%
2,223
+656
1196
$29.1K ﹤0.01%
757
-92
1197
$29K ﹤0.01%
396
1198
$29K ﹤0.01%
518
+4
1199
$28.9K ﹤0.01%
5,944
1200
$28.8K ﹤0.01%
2,546
+697
46 47
48
49 50