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
1351
$20.4K ﹤0.01%
345
-80
1352
$20.4K ﹤0.01%
556
+403
1353
$20.4K ﹤0.01%
99
-7
1354
$20.4K ﹤0.01%
164
+2
1355
$20.3K ﹤0.01%
126
+118
1356
$20.3K ﹤0.01%
1,064
+103
1357
$20.2K ﹤0.01%
244
+86
1358
$20.2K ﹤0.01%
216
+103
1359
$20.1K ﹤0.01%
265
+32
1360
$20K ﹤0.01%
301
1361
$20K ﹤0.01%
2,375
+1,949
1362
$19.9K ﹤0.01%
267
+36
1363
$19.9K ﹤0.01%
435
1364
$19.8K ﹤0.01%
144
+22
1365
$19.8K ﹤0.01%
+106
1366
$19.7K ﹤0.01%
563
-727
1367
$19.7K ﹤0.01%
244
+2
1368
$19.6K ﹤0.01%
156
+16
1369
$19.6K ﹤0.01%
571
+4
1370
$19.6K ﹤0.01%
163
+72
1371
$19.6K ﹤0.01%
37
-22
1372
$19.6K ﹤0.01%
5,357
+4,398
1373
$19.5K ﹤0.01%
936
+275
1374
$19.5K ﹤0.01%
176
+67
1375
$19.4K ﹤0.01%
388
-125
53 54
55
56 57