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
1601
$11.7K ﹤0.01%
318
-358
1602
$11.7K ﹤0.01%
243
-37
1603
$11.7K ﹤0.01%
272
+159
1604
$11.7K ﹤0.01%
189
+34
1605
$11.7K ﹤0.01%
72
-70
1606
$11.7K ﹤0.01%
701
1607
$11.7K ﹤0.01%
368
+284
1608
$11.7K ﹤0.01%
+506
1609
$11.6K ﹤0.01%
66
-61
1610
$11.6K ﹤0.01%
925
1611
$11.6K ﹤0.01%
2,555
-101
1612
$11.6K ﹤0.01%
+1,302
1613
$11.5K ﹤0.01%
127
1614
$11.5K ﹤0.01%
186
+89
1615
$11.5K ﹤0.01%
62
-33
1616
$11.5K ﹤0.01%
+236
1617
$11.5K ﹤0.01%
286
+84
1618
$11.4K ﹤0.01%
+508
1619
$11.4K ﹤0.01%
308
+253
1620
$11.4K ﹤0.01%
+4,317
1621
$11.3K ﹤0.01%
1,299
+212
1622
$11.3K ﹤0.01%
618
-207
1623
$11.3K ﹤0.01%
812
+42
1624
$11.3K ﹤0.01%
154
-97
1625
$11.3K ﹤0.01%
545
+364
63 64
65
66 67