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
1801
$8.23K ﹤0.01%
1,369
1802
$8.22K ﹤0.01%
249
1803
$8.17K ﹤0.01%
85
1804
$8.14K ﹤0.01%
67
1805
$8.14K ﹤0.01%
149
+43
1806
$8.13K ﹤0.01%
298
1807
$8.13K ﹤0.01%
356
+54
1808
$8.11K ﹤0.01%
63
1809
$8.11K ﹤0.01%
1,118
+557
1810
$8.04K ﹤0.01%
580
1811
$8.03K ﹤0.01%
246
-153
1812
$8.02K ﹤0.01%
+233
1813
$8.01K ﹤0.01%
104
+91
1814
$8K ﹤0.01%
1,410
1815
$7.98K ﹤0.01%
631
-1,911
1816
$7.95K ﹤0.01%
+500
1817
$7.94K ﹤0.01%
114
1818
$7.9K ﹤0.01%
1,703
+304
1819
$7.9K ﹤0.01%
65
+15
1820
$7.89K ﹤0.01%
432
+423
1821
$7.86K ﹤0.01%
377
+21
1822
$7.84K ﹤0.01%
700
-375
1823
$7.82K ﹤0.01%
162
+114
1824
$7.8K ﹤0.01%
48
+13
1825
$7.78K ﹤0.01%
200
71 72
73
74 75