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
1301
$22.8K ﹤0.01%
697
+216
1302
$22.7K ﹤0.01%
2,266
1303
$22.7K ﹤0.01%
468
+373
1304
$22.5K ﹤0.01%
1,096
-31
1305
$22.5K ﹤0.01%
1,001
-832
1306
$22.5K ﹤0.01%
2,000
1307
$22.5K ﹤0.01%
+241
1308
$22.5K ﹤0.01%
124
-152
1309
$22.4K ﹤0.01%
+1,322
1310
$22.4K ﹤0.01%
391
+190
1311
$22.4K ﹤0.01%
873
-64
1312
$22.3K ﹤0.01%
122
+3
1313
$22.3K ﹤0.01%
+243
1314
$22.3K ﹤0.01%
503
-5
1315
$22.3K ﹤0.01%
1,232
+808
1316
$22.2K ﹤0.01%
264
+11
1317
$22.1K ﹤0.01%
267
-330
1318
$22.1K ﹤0.01%
232
-29
1319
$21.9K ﹤0.01%
2,925
1320
$21.8K ﹤0.01%
1,129
+166
1321
$21.8K ﹤0.01%
2,106
1322
$21.7K ﹤0.01%
215
+19
1323
$21.6K ﹤0.01%
+2,083
1324
$21.6K ﹤0.01%
230
+83
1325
$21.6K ﹤0.01%
1,470
+20
51 52
53
54 55