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
1501
$14.9K ﹤0.01%
90
+17
1502
$14.9K ﹤0.01%
2
-3
1503
$14.8K ﹤0.01%
147
+4
1504
$14.8K ﹤0.01%
753
+251
1505
$14.8K ﹤0.01%
116
+54
1506
$14.8K ﹤0.01%
110
-10
1507
$14.7K ﹤0.01%
1,619
+11
1508
$14.7K ﹤0.01%
37,592
+9,500
1509
$14.7K ﹤0.01%
576
+10
1510
$14.6K ﹤0.01%
160
+67
1511
$14.6K ﹤0.01%
126
-59
1512
$14.6K ﹤0.01%
2,650
+121
1513
$14.6K ﹤0.01%
516
-94
1514
$14.5K ﹤0.01%
226
+98
1515
$14.5K ﹤0.01%
356
-18
1516
$14.5K ﹤0.01%
348
+96
1517
$14.5K ﹤0.01%
81
+27
1518
$14.5K ﹤0.01%
456
1519
$14.4K ﹤0.01%
945
-107
1520
$14.4K ﹤0.01%
202
1521
$14.4K ﹤0.01%
111
+8
1522
$14.4K ﹤0.01%
2,852
+1,044
1523
$14.4K ﹤0.01%
37
+11
1524
$14.4K ﹤0.01%
+898
1525
$14.3K ﹤0.01%
214
+24
59 60
61
62 63