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
1551
$13.4K ﹤0.01%
245
-797
1552
$13.4K ﹤0.01%
+434
1553
$13.3K ﹤0.01%
497
+469
1554
$13.3K ﹤0.01%
165
+9
1555
$13.3K ﹤0.01%
1,805
-1,696
1556
$13.2K ﹤0.01%
129
+62
1557
$13.2K ﹤0.01%
804
+710
1558
$13.2K ﹤0.01%
407
+102
1559
$13.1K ﹤0.01%
1,235
-100
1560
$13.1K ﹤0.01%
771
-101
1561
$13.1K ﹤0.01%
1,800
1562
$13.1K ﹤0.01%
1,842
1563
$13.1K ﹤0.01%
320
+304
1564
$13.1K ﹤0.01%
273
-646
1565
$13.1K ﹤0.01%
177
+144
1566
$13.1K ﹤0.01%
259
+4
1567
$13K ﹤0.01%
1,129
+865
1568
$13K ﹤0.01%
247
+149
1569
$12.9K ﹤0.01%
170
+37
1570
$12.9K ﹤0.01%
+383
1571
$12.9K ﹤0.01%
135
+42
1572
$12.9K ﹤0.01%
1,510
-17
1573
$12.8K ﹤0.01%
246
-31
1574
$12.8K ﹤0.01%
+500
1575
$12.8K ﹤0.01%
681
61 62
63
64 65