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
1376
$19.4K ﹤0.01%
62
1377
$19.4K ﹤0.01%
556
+48
1378
$19.3K ﹤0.01%
669
+119
1379
$19.3K ﹤0.01%
169
+5
1380
$19.2K ﹤0.01%
1,153
+987
1381
$19.1K ﹤0.01%
83
+16
1382
$19.1K ﹤0.01%
525
-521
1383
$19.1K ﹤0.01%
262
-1
1384
$19.1K ﹤0.01%
911
+887
1385
$19.1K ﹤0.01%
3,316
1386
$19K ﹤0.01%
383
1387
$18.9K ﹤0.01%
491
1388
$18.9K ﹤0.01%
320
-366
1389
$18.9K ﹤0.01%
164
-5
1390
$18.8K ﹤0.01%
425
1391
$18.8K ﹤0.01%
655
+500
1392
$18.8K ﹤0.01%
1,640
+957
1393
$18.7K ﹤0.01%
539
+484
1394
$18.6K ﹤0.01%
522
-1,028
1395
$18.5K ﹤0.01%
126
+22
1396
$18.5K ﹤0.01%
511
+23
1397
$18.5K ﹤0.01%
512
1398
$18.4K ﹤0.01%
167
+25
1399
$18.4K ﹤0.01%
1,164
+208
1400
$18.4K ﹤0.01%
88
+7
54 55
56
57 58