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
1526
$14.3K ﹤0.01%
64
-56
1527
$14.2K ﹤0.01%
542
+62
1528
$14.2K ﹤0.01%
144
1529
$14.2K ﹤0.01%
310
+81
1530
$14.1K ﹤0.01%
2,112
1531
$14.1K ﹤0.01%
641
1532
$14.1K ﹤0.01%
1,500
1533
$14K ﹤0.01%
523
1534
$14K ﹤0.01%
327
1535
$13.9K ﹤0.01%
652
+24
1536
$13.9K ﹤0.01%
+296
1537
$13.9K ﹤0.01%
925
1538
$13.8K ﹤0.01%
564
+30
1539
$13.8K ﹤0.01%
202
+17
1540
$13.8K ﹤0.01%
698
1541
$13.7K ﹤0.01%
1,426
+1,041
1542
$13.7K ﹤0.01%
800
1543
$13.7K ﹤0.01%
370
+242
1544
$13.6K ﹤0.01%
284
+216
1545
$13.6K ﹤0.01%
7,354
+3,594
1546
$13.5K ﹤0.01%
581
+460
1547
$13.5K ﹤0.01%
+213
1548
$13.5K ﹤0.01%
1,697
+964
1549
$13.5K ﹤0.01%
649
1550
$13.5K ﹤0.01%
114
+23