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
1276
$23.7K ﹤0.01%
365
+235
1277
$23.6K ﹤0.01%
750
-356
1278
$23.5K ﹤0.01%
411
+45
1279
$23.5K ﹤0.01%
772
+389
1280
$23.5K ﹤0.01%
107
+68
1281
$23.5K ﹤0.01%
438
1282
$23.4K ﹤0.01%
321
1283
$23.4K ﹤0.01%
2,624
+2,380
1284
$23.3K ﹤0.01%
123
+25
1285
$23.3K ﹤0.01%
912
+412
1286
$23.3K ﹤0.01%
1,304
+924
1287
$23.2K ﹤0.01%
1,334
1288
$23.2K ﹤0.01%
809
-217
1289
$23.2K ﹤0.01%
+1,176
1290
$23.2K ﹤0.01%
460
-208
1291
$23.1K ﹤0.01%
275
+162
1292
$23.1K ﹤0.01%
436
+9
1293
$23.1K ﹤0.01%
1,283
-39
1294
$23.1K ﹤0.01%
455
+64
1295
$23.1K ﹤0.01%
225
+82
1296
$23K ﹤0.01%
1,061
-388
1297
$22.9K ﹤0.01%
39
+17
1298
$22.9K ﹤0.01%
+5,733
1299
$22.9K ﹤0.01%
495
+2
1300
$22.9K ﹤0.01%
514
-30