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
2326
$2.31K ﹤0.01%
+41
2327
$2.3K ﹤0.01%
+992
2328
$2.29K ﹤0.01%
77
2329
$2.29K ﹤0.01%
15
-1
2330
$2.29K ﹤0.01%
+1,356
2331
$2.27K ﹤0.01%
52
+27
2332
$2.27K ﹤0.01%
200
2333
$2.27K ﹤0.01%
29
-149
2334
$2.26K ﹤0.01%
236
+21
2335
$2.24K ﹤0.01%
+199
2336
$2.24K ﹤0.01%
64
+55
2337
$2.23K ﹤0.01%
+12
2338
$2.23K ﹤0.01%
259
-130
2339
$2.23K ﹤0.01%
44
+36
2340
$2.22K ﹤0.01%
+504
2341
$2.22K ﹤0.01%
66
-15
2342
$2.21K ﹤0.01%
59
-67
2343
$2.21K ﹤0.01%
67
2344
$2.21K ﹤0.01%
242
+139
2345
$2.21K ﹤0.01%
365
2346
$2.19K ﹤0.01%
97
-32
2347
$2.19K ﹤0.01%
191
-1
2348
$2.18K ﹤0.01%
93
+68
2349
$2.18K ﹤0.01%
190
2350
$2.17K ﹤0.01%
+248
92 93
94
95 96