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
1251
$25.3K ﹤0.01%
82
+31
1252
$25.3K ﹤0.01%
1,645
+916
1253
$25.3K ﹤0.01%
379
+102
1254
$25.3K ﹤0.01%
692
+220
1255
$25.2K ﹤0.01%
3,550
1256
$25.2K ﹤0.01%
5,682
+3,590
1257
$25K ﹤0.01%
157
+2
1258
$24.9K ﹤0.01%
232
-55
1259
$24.9K ﹤0.01%
1,290
+27
1260
$24.8K ﹤0.01%
1,215
+207
1261
$24.8K ﹤0.01%
569
-162
1262
$24.8K ﹤0.01%
532
1263
$24.7K ﹤0.01%
120
+113
1264
$24.7K ﹤0.01%
189
+77
1265
$24.7K ﹤0.01%
322
-19
1266
$24.6K ﹤0.01%
+710
1267
$24.4K ﹤0.01%
564
+338
1268
$24.4K ﹤0.01%
705
-57
1269
$24.4K ﹤0.01%
336
+31
1270
$24.4K ﹤0.01%
104
+10
1271
$24.2K ﹤0.01%
175
-158
1272
$24.2K ﹤0.01%
263
+4
1273
$24K ﹤0.01%
202
+9
1274
$24K ﹤0.01%
959
-169
1275
$23.9K ﹤0.01%
+338
49 50
51
52 53