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
1851
$7.28K ﹤0.01%
88
-124
1852
$7.24K ﹤0.01%
325
1853
$7.24K ﹤0.01%
505
+393
1854
$7.23K ﹤0.01%
170
+136
1855
$7.2K ﹤0.01%
+142
1856
$7.19K ﹤0.01%
+89
1857
$7.19K ﹤0.01%
195
+15
1858
$7.17K ﹤0.01%
2,049
+1,573
1859
$7.17K ﹤0.01%
263
1860
$7.16K ﹤0.01%
+1,556
1861
$7.13K ﹤0.01%
+253
1862
$7.09K ﹤0.01%
244
1863
$7.09K ﹤0.01%
610
-180
1864
$7.08K ﹤0.01%
253
+189
1865
$7.05K ﹤0.01%
73
-150
1866
$7.03K ﹤0.01%
284
+45
1867
$7.02K ﹤0.01%
+100
1868
$6.99K ﹤0.01%
358
-2
1869
$6.99K ﹤0.01%
570
+243
1870
$6.98K ﹤0.01%
188
1871
$6.98K ﹤0.01%
105
1872
$6.97K ﹤0.01%
200
+187
1873
$6.97K ﹤0.01%
213
+35
1874
$6.97K ﹤0.01%
34
-4
1875
$6.95K ﹤0.01%
167
73 74
75
76 77