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
2051
$5.03K ﹤0.01%
363
2052
$5K ﹤0.01%
270
2053
$4.99K ﹤0.01%
+73
2054
$4.99K ﹤0.01%
+2,628
2055
$4.98K ﹤0.01%
1,486
-274
2056
$4.97K ﹤0.01%
65
+55
2057
$4.94K ﹤0.01%
+77
2058
$4.93K ﹤0.01%
205
2059
$4.92K ﹤0.01%
116
-383
2060
$4.91K ﹤0.01%
53
-66
2061
$4.91K ﹤0.01%
94
+56
2062
$4.91K ﹤0.01%
270
+90
2063
$4.91K ﹤0.01%
48
+15
2064
$4.9K ﹤0.01%
234
2065
$4.89K ﹤0.01%
+149
2066
$4.86K ﹤0.01%
245
+10
2067
$4.84K ﹤0.01%
45
-55
2068
$4.83K ﹤0.01%
33
+8
2069
$4.83K ﹤0.01%
+210
2070
$4.82K ﹤0.01%
+110
2071
$4.8K ﹤0.01%
2,113
+1,674
2072
$4.79K ﹤0.01%
80
+3
2073
$4.78K ﹤0.01%
+186
2074
$4.76K ﹤0.01%
200
+5
2075
$4.75K ﹤0.01%
600
-88
81 82
83
84 85