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
2276
$2.79K ﹤0.01%
127
+118
2277
$2.78K ﹤0.01%
+94
2278
$2.76K ﹤0.01%
7
+5
2279
$2.76K ﹤0.01%
185
2280
$2.75K ﹤0.01%
95
2281
$2.75K ﹤0.01%
+695
2282
$2.73K ﹤0.01%
161
2283
$2.73K ﹤0.01%
62
+29
2284
$2.72K ﹤0.01%
20
2285
$2.72K ﹤0.01%
16
-9
2286
$2.71K ﹤0.01%
53
-99
2287
$2.7K ﹤0.01%
+215
2288
$2.69K ﹤0.01%
682
2289
$2.68K ﹤0.01%
+61
2290
$2.68K ﹤0.01%
114
2291
$2.67K ﹤0.01%
410
+110
2292
$2.67K ﹤0.01%
30
-46
2293
$2.67K ﹤0.01%
86
2294
$2.66K ﹤0.01%
1,148
+238
2295
$2.66K ﹤0.01%
104
+11
2296
$2.66K ﹤0.01%
185
+155
2297
$2.65K ﹤0.01%
+495
2298
$2.63K ﹤0.01%
236
+62
2299
$2.62K ﹤0.01%
28
2300
$2.62K ﹤0.01%
34
+7
90 91
92
93 94