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
2176
$3.72K ﹤0.01%
127
+73
2177
$3.7K ﹤0.01%
226
-604
2178
$3.7K ﹤0.01%
+578
2179
$3.7K ﹤0.01%
242
-5
2180
$3.7K ﹤0.01%
+130
2181
$3.7K ﹤0.01%
108
+94
2182
$3.7K ﹤0.01%
+112
2183
$3.67K ﹤0.01%
15
+5
2184
$3.66K ﹤0.01%
+327
2185
$3.65K ﹤0.01%
103
+29
2186
$3.64K ﹤0.01%
225
+172
2187
$3.64K ﹤0.01%
57
+9
2188
$3.62K ﹤0.01%
133
2189
$3.61K ﹤0.01%
23
+7
2190
$3.6K ﹤0.01%
38
-118
2191
$3.6K ﹤0.01%
49
+12
2192
$3.6K ﹤0.01%
19
+12
2193
$3.58K ﹤0.01%
56
2194
$3.57K ﹤0.01%
554
-4
2195
$3.57K ﹤0.01%
153
2196
$3.56K ﹤0.01%
82
+21
2197
$3.55K ﹤0.01%
+242
2198
$3.54K ﹤0.01%
41
2199
$3.5K ﹤0.01%
227
-36
2200
$3.5K ﹤0.01%
+308
86 87
88
89 90