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
1326
$21.5K ﹤0.01%
820
+110
1327
$21.3K ﹤0.01%
4,621
-1,087
1328
$21.2K ﹤0.01%
336
+58
1329
$21.2K ﹤0.01%
2,754
+525
1330
$21.2K ﹤0.01%
925
1331
$21.2K ﹤0.01%
354
+72
1332
$21.2K ﹤0.01%
334
+102
1333
$21.1K ﹤0.01%
322
+1
1334
$21.1K ﹤0.01%
701
1335
$21.1K ﹤0.01%
2,076
+1,970
1336
$21K ﹤0.01%
2,195
1337
$21K ﹤0.01%
538
-21
1338
$21K ﹤0.01%
2,689
+1,310
1339
$20.8K ﹤0.01%
415
+317
1340
$20.8K ﹤0.01%
2,875
+1,790
1341
$20.8K ﹤0.01%
270
1342
$20.7K ﹤0.01%
934
-1,429
1343
$20.7K ﹤0.01%
3,639
-1,300
1344
$20.7K ﹤0.01%
288
+66
1345
$20.6K ﹤0.01%
1,500
-20,810
1346
$20.6K ﹤0.01%
422
+79
1347
$20.6K ﹤0.01%
1,000
1348
$20.5K ﹤0.01%
386
+249
1349
$20.5K ﹤0.01%
521
-69
1350
$20.4K ﹤0.01%
1,177
-533
52 53
54
55 56