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
1901
$6.67K ﹤0.01%
164
+118
1902
$6.66K ﹤0.01%
1,397
+1,024
1903
$6.66K ﹤0.01%
159
-23
1904
$6.64K ﹤0.01%
46
+40
1905
$6.61K ﹤0.01%
454
+105
1906
$6.61K ﹤0.01%
336
+100
1907
$6.6K ﹤0.01%
2,858
+1,498
1908
$6.58K ﹤0.01%
+62
1909
$6.57K ﹤0.01%
1,377
-1,179
1910
$6.55K ﹤0.01%
469
+14
1911
$6.55K ﹤0.01%
172
+130
1912
$6.54K ﹤0.01%
213
+69
1913
$6.54K ﹤0.01%
100
1914
$6.52K ﹤0.01%
358
+300
1915
$6.52K ﹤0.01%
+83
1916
$6.51K ﹤0.01%
968
+518
1917
$6.5K ﹤0.01%
23
+17
1918
$6.48K ﹤0.01%
+2,057
1919
$6.47K ﹤0.01%
152
+4
1920
$6.45K ﹤0.01%
+122
1921
$6.44K ﹤0.01%
80
+73
1922
$6.43K ﹤0.01%
32
1923
$6.43K ﹤0.01%
144
+26
1924
$6.41K ﹤0.01%
240
1925
$6.37K ﹤0.01%
23
-4
75 76
77
78 79