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
2201
$3.47K ﹤0.01%
302
2202
$3.47K ﹤0.01%
17
2203
$3.45K ﹤0.01%
38
-21
2204
$3.41K ﹤0.01%
521
2205
$3.4K ﹤0.01%
801
+610
2206
$3.39K ﹤0.01%
15
-5
2207
$3.39K ﹤0.01%
228
2208
$3.36K ﹤0.01%
50
-13
2209
$3.35K ﹤0.01%
1,075
+983
2210
$3.33K ﹤0.01%
55
2211
$3.32K ﹤0.01%
82
2212
$3.32K ﹤0.01%
86
2213
$3.31K ﹤0.01%
+72
2214
$3.29K ﹤0.01%
19
-3
2215
$3.29K ﹤0.01%
45
+43
2216
$3.28K ﹤0.01%
20
-40
2217
$3.27K ﹤0.01%
1,095
2218
$3.26K ﹤0.01%
57
2219
$3.24K ﹤0.01%
51
2220
$3.22K ﹤0.01%
8
-24
2221
$3.2K ﹤0.01%
282
2222
$3.2K ﹤0.01%
+259
2223
$3.19K ﹤0.01%
+233
2224
$3.19K ﹤0.01%
121
-182
2225
$3.18K ﹤0.01%
24
87 88
89
90 91