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
2301
$2.6K ﹤0.01%
38
-109
2302
$2.6K ﹤0.01%
81
+6
2303
$2.58K ﹤0.01%
46
+19
2304
$2.57K ﹤0.01%
+209
2305
$2.52K ﹤0.01%
+100
2306
$2.51K ﹤0.01%
170
2307
$2.51K ﹤0.01%
425
-350
2308
$2.5K ﹤0.01%
293
2309
$2.5K ﹤0.01%
229
+132
2310
$2.5K ﹤0.01%
138
-80
2311
$2.48K ﹤0.01%
138
2312
$2.47K ﹤0.01%
217
-392
2313
$2.47K ﹤0.01%
120
2314
$2.46K ﹤0.01%
54
-66
2315
$2.46K ﹤0.01%
+156
2316
$2.44K ﹤0.01%
35
-215
2317
$2.42K ﹤0.01%
60
+24
2318
$2.41K ﹤0.01%
54
+28
2319
$2.39K ﹤0.01%
79
2320
$2.38K ﹤0.01%
+543
2321
$2.37K ﹤0.01%
96
2322
$2.37K ﹤0.01%
131
2323
$2.33K ﹤0.01%
11
+8
2324
$2.33K ﹤0.01%
931
2325
$2.32K ﹤0.01%
+8
91 92
93
94 95