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
1726
$9.36K ﹤0.01%
663
-50
1727
$9.33K ﹤0.01%
162
+4
1728
$9.3K ﹤0.01%
441
+110
1729
$9.25K ﹤0.01%
561
-1,239
1730
$9.23K ﹤0.01%
+301
1731
$9.2K ﹤0.01%
+143
1732
$9.19K ﹤0.01%
807
-262
1733
$9.18K ﹤0.01%
286
+6
1734
$9.16K ﹤0.01%
468
+5
1735
$9.13K ﹤0.01%
584
1736
$9.09K ﹤0.01%
111
+1
1737
$9.08K ﹤0.01%
299
1738
$9.06K ﹤0.01%
30
-1
1739
$9.04K ﹤0.01%
1,625
+1,349
1740
$9.03K ﹤0.01%
65
-17
1741
$9.03K ﹤0.01%
250
+25
1742
$9.03K ﹤0.01%
148
+121
1743
$9.01K ﹤0.01%
190
+4
1744
$9K ﹤0.01%
551
+428
1745
$8.99K ﹤0.01%
123
+100
1746
$8.98K ﹤0.01%
475
1747
$8.97K ﹤0.01%
17
+11
1748
$8.95K ﹤0.01%
+48
1749
$8.93K ﹤0.01%
242
+14
1750
$8.92K ﹤0.01%
243
-10
68 69
70
71 72