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
2251
$2.98K ﹤0.01%
1,002
+801
2252
$2.97K ﹤0.01%
+315
2253
$2.97K ﹤0.01%
24
2254
$2.96K ﹤0.01%
14
2255
$2.96K ﹤0.01%
59
-81
2256
$2.95K ﹤0.01%
+101
2257
$2.95K ﹤0.01%
146
2258
$2.95K ﹤0.01%
15
+6
2259
$2.93K ﹤0.01%
+15
2260
$2.92K ﹤0.01%
+108
2261
$2.91K ﹤0.01%
101
+9
2262
$2.89K ﹤0.01%
232
-107
2263
$2.88K ﹤0.01%
414
-310
2264
$2.87K ﹤0.01%
315
2265
$2.85K ﹤0.01%
+65
2266
$2.85K ﹤0.01%
13
2267
$2.85K ﹤0.01%
+128
2268
$2.84K ﹤0.01%
+22
2269
$2.83K ﹤0.01%
163
-40
2270
$2.83K ﹤0.01%
+113
2271
$2.82K ﹤0.01%
857
+520
2272
$2.82K ﹤0.01%
177
-150
2273
$2.81K ﹤0.01%
+55
2274
$2.8K ﹤0.01%
31
2275
$2.8K ﹤0.01%
900
89 90
91
92 93