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
1626
$11.3K ﹤0.01%
465
1627
$11.2K ﹤0.01%
329
+145
1628
$11.2K ﹤0.01%
377
+317
1629
$11.2K ﹤0.01%
74
1630
$11.2K ﹤0.01%
250
-1,750
1631
$11.2K ﹤0.01%
+1,739
1632
$11.2K ﹤0.01%
306
+4
1633
$11.2K ﹤0.01%
1,300
+878
1634
$11.1K ﹤0.01%
1,090
1635
$11.1K ﹤0.01%
183
+115
1636
$11.1K ﹤0.01%
779
-210
1637
$11.1K ﹤0.01%
51
+8
1638
$11K ﹤0.01%
338
1639
$11K ﹤0.01%
736
-65
1640
$11K ﹤0.01%
225
-689
1641
$11K ﹤0.01%
102
+4
1642
$11K ﹤0.01%
1,015
-401
1643
$11K ﹤0.01%
1,790
+99
1644
$11K ﹤0.01%
476
-502
1645
$10.9K ﹤0.01%
253
+168
1646
$10.9K ﹤0.01%
+140
1647
$10.8K ﹤0.01%
89
1648
$10.8K ﹤0.01%
1,864
-311
1649
$10.8K ﹤0.01%
554
-198
1650
$10.8K ﹤0.01%
785
-36
64 65
66
67 68