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
1476
$15.8K ﹤0.01%
626
+102
1477
$15.8K ﹤0.01%
271
+1
1478
$15.7K ﹤0.01%
768
1479
$15.7K ﹤0.01%
221
+22
1480
$15.7K ﹤0.01%
95
+7
1481
$15.7K ﹤0.01%
1,049
1482
$15.6K ﹤0.01%
418
+379
1483
$15.6K ﹤0.01%
165
+32
1484
$15.5K ﹤0.01%
145
+25
1485
$15.5K ﹤0.01%
1,493
+1,345
1486
$15.4K ﹤0.01%
1,435
-656
1487
$15.4K ﹤0.01%
94
-50
1488
$15.4K ﹤0.01%
715
-140
1489
$15.3K ﹤0.01%
85
+68
1490
$15.2K ﹤0.01%
1,300
1491
$15.2K ﹤0.01%
85
-250
1492
$15.1K ﹤0.01%
769
1493
$15.1K ﹤0.01%
615
+116
1494
$15.1K ﹤0.01%
185
+20
1495
$15K ﹤0.01%
382
+281
1496
$15K ﹤0.01%
129
+54
1497
$15K ﹤0.01%
944
+852
1498
$15K ﹤0.01%
1,167
+865
1499
$15K ﹤0.01%
232
+169
1500
$14.9K ﹤0.01%
+293
58 59
60
61 62