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
2126
$4.18K ﹤0.01%
218
2127
$4.18K ﹤0.01%
103
-13
2128
$4.18K ﹤0.01%
103
-19
2129
$4.17K ﹤0.01%
+28
2130
$4.16K ﹤0.01%
88
2131
$4.15K ﹤0.01%
+9
2132
$4.15K ﹤0.01%
174
+71
2133
$4.14K ﹤0.01%
111
2134
$4.14K ﹤0.01%
+52
2135
$4.14K ﹤0.01%
108
+97
2136
$4.12K ﹤0.01%
84
+25
2137
$4.07K ﹤0.01%
49
+44
2138
$4.06K ﹤0.01%
443
2139
$4.06K ﹤0.01%
139
+18
2140
$4.05K ﹤0.01%
87
2141
$4.05K ﹤0.01%
+68
2142
$4.05K ﹤0.01%
113
-68
2143
$4.05K ﹤0.01%
100
2144
$4.02K ﹤0.01%
+73
2145
$4.01K ﹤0.01%
124
+81
2146
$4.01K ﹤0.01%
100
2147
$4.01K ﹤0.01%
+613
2148
$4.01K ﹤0.01%
+17
2149
$4K ﹤0.01%
511
+500
2150
$4K ﹤0.01%
39
+16
84 85
86
87 88