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
1701
$9.67K ﹤0.01%
946
+119
1702
$9.67K ﹤0.01%
157
+100
1703
$9.66K ﹤0.01%
609
-338
1704
$9.65K ﹤0.01%
+184
1705
$9.65K ﹤0.01%
+2,125
1706
$9.64K ﹤0.01%
+158
1707
$9.61K ﹤0.01%
110
1708
$9.58K ﹤0.01%
435
+387
1709
$9.56K ﹤0.01%
373
1710
$9.55K ﹤0.01%
389
+228
1711
$9.54K ﹤0.01%
300
1712
$9.54K ﹤0.01%
662
1713
$9.51K ﹤0.01%
+1,164
1714
$9.5K ﹤0.01%
533
-29
1715
$9.47K ﹤0.01%
692
1716
$9.47K ﹤0.01%
54
-14
1717
$9.46K ﹤0.01%
470
+193
1718
$9.45K ﹤0.01%
1,139
1719
$9.45K ﹤0.01%
318
-16
1720
$9.44K ﹤0.01%
408
+89
1721
$9.41K ﹤0.01%
592
-210
1722
$9.41K ﹤0.01%
44
+5
1723
$9.39K ﹤0.01%
341
+287
1724
$9.39K ﹤0.01%
106
+4
1725
$9.36K ﹤0.01%
545
67 68
69
70 71