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
1951
$6.09K ﹤0.01%
376
+375
1952
$6.08K ﹤0.01%
37
+29
1953
$6.07K ﹤0.01%
15
+9
1954
$6.05K ﹤0.01%
120
-92
1955
$6.04K ﹤0.01%
155
+50
1956
$6.01K ﹤0.01%
167
+50
1957
$6K ﹤0.01%
257
1958
$5.99K ﹤0.01%
164
-18
1959
$5.98K ﹤0.01%
65
+59
1960
$5.96K ﹤0.01%
+372
1961
$5.95K ﹤0.01%
144
1962
$5.94K ﹤0.01%
171
+12
1963
$5.93K ﹤0.01%
22
+3
1964
$5.93K ﹤0.01%
83
1965
$5.92K ﹤0.01%
165
1966
$5.92K ﹤0.01%
379
1967
$5.89K ﹤0.01%
390
1968
$5.88K ﹤0.01%
720
+670
1969
$5.86K ﹤0.01%
+125
1970
$5.85K ﹤0.01%
969
+851
1971
$5.85K ﹤0.01%
1,237
+316
1972
$5.84K ﹤0.01%
+540
1973
$5.84K ﹤0.01%
90
-103
1974
$5.84K ﹤0.01%
+69
1975
$5.81K ﹤0.01%
117
+30
77 78
79
80 81