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
1776
$8.56K ﹤0.01%
566
+288
1777
$8.52K ﹤0.01%
367
-227
1778
$8.51K ﹤0.01%
445
+369
1779
$8.47K ﹤0.01%
241
+82
1780
$8.45K ﹤0.01%
820
-77
1781
$8.45K ﹤0.01%
122
+8
1782
$8.43K ﹤0.01%
+45
1783
$8.4K ﹤0.01%
578
+515
1784
$8.39K ﹤0.01%
786
1785
$8.38K ﹤0.01%
+283
1786
$8.38K ﹤0.01%
945
+108
1787
$8.37K ﹤0.01%
312
+47
1788
$8.36K ﹤0.01%
79
+22
1789
$8.35K ﹤0.01%
75
+31
1790
$8.34K ﹤0.01%
42
+28
1791
$8.32K ﹤0.01%
655
+71
1792
$8.3K ﹤0.01%
53
-32
1793
$8.28K ﹤0.01%
325
1794
$8.28K ﹤0.01%
+163
1795
$8.28K ﹤0.01%
83
1796
$8.27K ﹤0.01%
464
+444
1797
$8.27K ﹤0.01%
476
+99
1798
$8.26K ﹤0.01%
74
1799
$8.25K ﹤0.01%
777
-334
1800
$8.25K ﹤0.01%
+1,237
70 71
72
73 74