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
2226
$3.18K ﹤0.01%
134
-222
2227
$3.17K ﹤0.01%
1,662
+1,001
2228
$3.17K ﹤0.01%
25
2229
$3.13K ﹤0.01%
51
+14
2230
$3.09K ﹤0.01%
21
+1
2231
$3.09K ﹤0.01%
62
2232
$3.09K ﹤0.01%
1,143
-533
2233
$3.08K ﹤0.01%
251
+129
2234
$3.08K ﹤0.01%
72
2235
$3.07K ﹤0.01%
72
+2
2236
$3.07K ﹤0.01%
28
2237
$3.07K ﹤0.01%
96
-135
2238
$3.06K ﹤0.01%
+84
2239
$3.06K ﹤0.01%
190
+114
2240
$3.06K ﹤0.01%
153
-31
2241
$3.05K ﹤0.01%
57
2242
$3.05K ﹤0.01%
52
-39
2243
$3.03K ﹤0.01%
373
+247
2244
$3.03K ﹤0.01%
279
2245
$3.03K ﹤0.01%
38
+28
2246
$3.03K ﹤0.01%
843
2247
$3.02K ﹤0.01%
47
+19
2248
$3.01K ﹤0.01%
117
+96
2249
$3K ﹤0.01%
158
-166
2250
$2.98K ﹤0.01%
123
+39
88 89
90
91 92