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
1201
$28.8K ﹤0.01%
1,041
+90
1202
$28.6K ﹤0.01%
924
+495
1203
$28.6K ﹤0.01%
1,655
+510
1204
$28.4K ﹤0.01%
1,650
+300
1205
$28.4K ﹤0.01%
6,125
-8,031
1206
$28.4K ﹤0.01%
646
-1,365
1207
$28.4K ﹤0.01%
4,451
+62
1208
$28.3K ﹤0.01%
+584
1209
$28.2K ﹤0.01%
1,383
+580
1210
$28.1K ﹤0.01%
537
+525
1211
$28.1K ﹤0.01%
2,331
+2,173
1212
$27.9K ﹤0.01%
+2,992
1213
$27.8K ﹤0.01%
207
+9
1214
$27.8K ﹤0.01%
184
+80
1215
$27.8K ﹤0.01%
841
+308
1216
$27.5K ﹤0.01%
417
+2
1217
$27.5K ﹤0.01%
386
+374
1218
$27.4K ﹤0.01%
1,194
+216
1219
$27.2K ﹤0.01%
237
1220
$27.1K ﹤0.01%
290
+42
1221
$27.1K ﹤0.01%
397
+48
1222
$27K ﹤0.01%
217
+4
1223
$27K ﹤0.01%
395
+316
1224
$26.9K ﹤0.01%
1,777
+1,100
1225
$26.9K ﹤0.01%
590
+145
47 48
49
50 51