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
2101
$4.38K ﹤0.01%
158
+42
2102
$4.37K ﹤0.01%
227
+84
2103
$4.37K ﹤0.01%
102
-132
2104
$4.37K ﹤0.01%
200
2105
$4.36K ﹤0.01%
+402
2106
$4.35K ﹤0.01%
197
+47
2107
$4.34K ﹤0.01%
203
+1
2108
$4.34K ﹤0.01%
127
+25
2109
$4.34K ﹤0.01%
+39
2110
$4.34K ﹤0.01%
+286
2111
$4.34K ﹤0.01%
160
+1
2112
$4.33K ﹤0.01%
80
+4
2113
$4.33K ﹤0.01%
45
-79
2114
$4.32K ﹤0.01%
+202
2115
$4.32K ﹤0.01%
211
+49
2116
$4.3K ﹤0.01%
+293
2117
$4.27K ﹤0.01%
125
2118
$4.26K ﹤0.01%
52
2119
$4.24K ﹤0.01%
+1,961
2120
$4.24K ﹤0.01%
+297
2121
$4.22K ﹤0.01%
132
+19
2122
$4.22K ﹤0.01%
+133
2123
$4.22K ﹤0.01%
49
2124
$4.22K ﹤0.01%
140
+109
2125
$4.19K ﹤0.01%
250
83 84
85
86 87