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
1926
$6.36K ﹤0.01%
+140
1927
$6.35K ﹤0.01%
206
-135
1928
$6.35K ﹤0.01%
1,392
+668
1929
$6.34K ﹤0.01%
514
-419
1930
$6.33K ﹤0.01%
865
1931
$6.33K ﹤0.01%
1,485
1932
$6.32K ﹤0.01%
152
-86
1933
$6.31K ﹤0.01%
58
+16
1934
$6.3K ﹤0.01%
115
-52
1935
$6.26K ﹤0.01%
506
+306
1936
$6.25K ﹤0.01%
334
-31
1937
$6.24K ﹤0.01%
211
1938
$6.21K ﹤0.01%
+458
1939
$6.2K ﹤0.01%
105
+26
1940
$6.19K ﹤0.01%
39
+30
1941
$6.18K ﹤0.01%
463
+76
1942
$6.16K ﹤0.01%
254
+200
1943
$6.14K ﹤0.01%
259
1944
$6.14K ﹤0.01%
321
-466
1945
$6.13K ﹤0.01%
156
-5,092
1946
$6.13K ﹤0.01%
51
-24
1947
$6.12K ﹤0.01%
62
+4
1948
$6.11K ﹤0.01%
232
-89
1949
$6.11K ﹤0.01%
247
1950
$6.09K ﹤0.01%
+150
76 77
78
79 80