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
1576
$12.7K ﹤0.01%
306
+4
1577
$12.7K ﹤0.01%
572
-220
1578
$12.7K ﹤0.01%
647
-240
1579
$12.6K ﹤0.01%
165
-126
1580
$12.6K ﹤0.01%
1,395
+870
1581
$12.6K ﹤0.01%
380
-255
1582
$12.5K ﹤0.01%
500
+36
1583
$12.4K ﹤0.01%
247
+105
1584
$12.3K ﹤0.01%
73
+16
1585
$12.3K ﹤0.01%
166
1586
$12.2K ﹤0.01%
389
+258
1587
$12.2K ﹤0.01%
581
+224
1588
$12.2K ﹤0.01%
1,539
-457
1589
$12.2K ﹤0.01%
531
1590
$12.2K ﹤0.01%
112
+27
1591
$12.2K ﹤0.01%
196
+171
1592
$12.2K ﹤0.01%
558
+34
1593
$12.1K ﹤0.01%
323
-46
1594
$12.1K ﹤0.01%
93
-8
1595
$12.1K ﹤0.01%
867
+15
1596
$12K ﹤0.01%
309
1597
$11.9K ﹤0.01%
497
+238
1598
$11.9K ﹤0.01%
581
+517
1599
$11.8K ﹤0.01%
2,940
1600
$11.8K ﹤0.01%
325
62 63
64
65 66