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
1876
$6.95K ﹤0.01%
349
1877
$6.93K ﹤0.01%
117
1878
$6.93K ﹤0.01%
211
1879
$6.93K ﹤0.01%
1,468
+712
1880
$6.9K ﹤0.01%
200
+167
1881
$6.89K ﹤0.01%
+365
1882
$6.86K ﹤0.01%
38
+33
1883
$6.84K ﹤0.01%
273
-198
1884
$6.84K ﹤0.01%
616
+500
1885
$6.84K ﹤0.01%
56
1886
$6.82K ﹤0.01%
124
+64
1887
$6.82K ﹤0.01%
87
1888
$6.8K ﹤0.01%
626
+47
1889
$6.78K ﹤0.01%
270
1890
$6.78K ﹤0.01%
348
1891
$6.76K ﹤0.01%
304
1892
$6.75K ﹤0.01%
642
1893
$6.75K ﹤0.01%
83
+1
1894
$6.73K ﹤0.01%
49
+25
1895
$6.72K ﹤0.01%
150
+4
1896
$6.69K ﹤0.01%
289
+244
1897
$6.69K ﹤0.01%
71
+65
1898
$6.68K ﹤0.01%
+400
1899
$6.68K ﹤0.01%
568
-583
1900
$6.67K ﹤0.01%
56
+18
74 75
76
77 78