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
1226
$26.9K ﹤0.01%
+486
1227
$26.8K ﹤0.01%
896
+17
1228
$26.7K ﹤0.01%
1,523
-4,350
1229
$26.7K ﹤0.01%
233
+118
1230
$26.7K ﹤0.01%
380
+283
1231
$26.6K ﹤0.01%
866
-48
1232
$26.6K ﹤0.01%
291
-49
1233
$26.5K ﹤0.01%
1,870
+67
1234
$26.4K ﹤0.01%
336
+92
1235
$26.4K ﹤0.01%
741
+647
1236
$26.3K ﹤0.01%
307
+231
1237
$26.2K ﹤0.01%
729
+121
1238
$26.2K ﹤0.01%
1,029
+444
1239
$26.2K ﹤0.01%
5,576
+5,113
1240
$26.2K ﹤0.01%
666
+368
1241
$26.1K ﹤0.01%
105
+1
1242
$26K ﹤0.01%
+1,575
1243
$25.9K ﹤0.01%
1,040
1244
$25.8K ﹤0.01%
1,176
-64
1245
$25.8K ﹤0.01%
599
+44
1246
$25.7K ﹤0.01%
253
+31
1247
$25.6K ﹤0.01%
693
1248
$25.6K ﹤0.01%
541
+13
1249
$25.5K ﹤0.01%
+783
1250
$25.4K ﹤0.01%
4,114
+2,905
48 49
50
51 52