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
2151
$3.99K ﹤0.01%
300
+200
2152
$3.97K ﹤0.01%
239
+75
2153
$3.95K ﹤0.01%
191
+122
2154
$3.95K ﹤0.01%
50
2155
$3.94K ﹤0.01%
205
+194
2156
$3.93K ﹤0.01%
38
+2
2157
$3.92K ﹤0.01%
741
2158
$3.92K ﹤0.01%
119
2159
$3.91K ﹤0.01%
234
2160
$3.9K ﹤0.01%
123
2161
$3.89K ﹤0.01%
54
+37
2162
$3.89K ﹤0.01%
32
+17
2163
$3.88K ﹤0.01%
250
2164
$3.88K ﹤0.01%
+111
2165
$3.85K ﹤0.01%
+282
2166
$3.83K ﹤0.01%
+67
2167
$3.82K ﹤0.01%
36
+24
2168
$3.82K ﹤0.01%
150
-936
2169
$3.81K ﹤0.01%
48
+2
2170
$3.81K ﹤0.01%
61
+24
2171
$3.8K ﹤0.01%
18
-15
2172
$3.8K ﹤0.01%
16
+1
2173
$3.8K ﹤0.01%
68
+3
2174
$3.75K ﹤0.01%
296
+179
2175
$3.72K ﹤0.01%
225
+26
85 86
87
88 89