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
1401
$18.3K ﹤0.01%
187
+1
1402
$18.3K ﹤0.01%
469
-421
1403
$18.3K ﹤0.01%
593
1404
$18.3K ﹤0.01%
53
+2
1405
$18.2K ﹤0.01%
203
+200
1406
$18.2K ﹤0.01%
813
+28
1407
$18.2K ﹤0.01%
769
+338
1408
$18.1K ﹤0.01%
933
-1,237
1409
$18.1K ﹤0.01%
75
-5
1410
$18.1K ﹤0.01%
8,195
-1,000
1411
$18K ﹤0.01%
2,253
1412
$18K ﹤0.01%
448
-2
1413
$17.9K ﹤0.01%
292
+24
1414
$17.9K ﹤0.01%
217
+40
1415
$17.8K ﹤0.01%
+1,105
1416
$17.8K ﹤0.01%
96
+1
1417
$17.8K ﹤0.01%
1,610
+565
1418
$17.8K ﹤0.01%
985
+629
1419
$17.8K ﹤0.01%
1,728
+1,093
1420
$17.7K ﹤0.01%
145
1421
$17.7K ﹤0.01%
+101
1422
$17.5K ﹤0.01%
304
-251
1423
$17.5K ﹤0.01%
1,111
+43
1424
$17.5K ﹤0.01%
191
-35
1425
$17.5K ﹤0.01%
172
+22
55 56
57
58 59