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
1826
$7.74K ﹤0.01%
32
-8
1827
$7.74K ﹤0.01%
632
1828
$7.72K ﹤0.01%
253
-139
1829
$7.71K ﹤0.01%
301
+212
1830
$7.7K ﹤0.01%
67
+17
1831
$7.68K ﹤0.01%
52
+1
1832
$7.67K ﹤0.01%
651
1833
$7.64K ﹤0.01%
248
+119
1834
$7.61K ﹤0.01%
87
+8
1835
$7.58K ﹤0.01%
+174
1836
$7.57K ﹤0.01%
200
-22
1837
$7.56K ﹤0.01%
750
1838
$7.49K ﹤0.01%
270
1839
$7.49K ﹤0.01%
324
1840
$7.46K ﹤0.01%
45
+25
1841
$7.45K ﹤0.01%
115
+2
1842
$7.43K ﹤0.01%
290
+223
1843
$7.43K ﹤0.01%
318
-357
1844
$7.42K ﹤0.01%
407
-165
1845
$7.37K ﹤0.01%
664
+2
1846
$7.37K ﹤0.01%
1,051
-1,610
1847
$7.33K ﹤0.01%
92
1848
$7.3K ﹤0.01%
69
+2
1849
$7.29K ﹤0.01%
+5
1850
$7.29K ﹤0.01%
132
+91
72 73
74
75 76