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
1751
$8.91K ﹤0.01%
111
+103
1752
$8.88K ﹤0.01%
714
1753
$8.87K ﹤0.01%
97
+1
1754
$8.87K ﹤0.01%
51
1755
$8.86K ﹤0.01%
55
-31
1756
$8.81K ﹤0.01%
177
+43
1757
$8.81K ﹤0.01%
90
-45
1758
$8.81K ﹤0.01%
141
1759
$8.74K ﹤0.01%
228
+86
1760
$8.73K ﹤0.01%
503
1761
$8.73K ﹤0.01%
510
+453
1762
$8.72K ﹤0.01%
313
-63
1763
$8.72K ﹤0.01%
1,737
+1,607
1764
$8.71K ﹤0.01%
500
1765
$8.7K ﹤0.01%
505
1766
$8.68K ﹤0.01%
173
+126
1767
$8.67K ﹤0.01%
574
1768
$8.66K ﹤0.01%
114
+11
1769
$8.65K ﹤0.01%
361
-128
1770
$8.63K ﹤0.01%
691
1771
$8.62K ﹤0.01%
106
+56
1772
$8.62K ﹤0.01%
339
1773
$8.62K ﹤0.01%
+142
1774
$8.61K ﹤0.01%
+194
1775
$8.59K ﹤0.01%
497
69 70
71
72 73