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
2351
$2.16K ﹤0.01%
16
2352
$2.16K ﹤0.01%
+62
2353
$2.16K ﹤0.01%
+103
2354
$2.15K ﹤0.01%
218
-39
2355
$2.14K ﹤0.01%
+14
2356
$2.14K ﹤0.01%
49
+11
2357
$2.14K ﹤0.01%
65
-36
2358
$2.13K ﹤0.01%
235
2359
$2.13K ﹤0.01%
24
+7
2360
$2.12K ﹤0.01%
23
-5
2361
$2.12K ﹤0.01%
61
2362
$2.11K ﹤0.01%
46
-14
2363
$2.11K ﹤0.01%
+103
2364
$2.11K ﹤0.01%
30
-90
2365
$2.1K ﹤0.01%
133
+31
2366
$2.1K ﹤0.01%
30
+21
2367
$2.09K ﹤0.01%
+95
2368
$2.08K ﹤0.01%
+146
2369
$2.08K ﹤0.01%
312
2370
$2.08K ﹤0.01%
18
2371
$2.08K ﹤0.01%
43
2372
$2.07K ﹤0.01%
162
-212
2373
$2.06K ﹤0.01%
73
-39
2374
$2.04K ﹤0.01%
302
2375
$2.03K ﹤0.01%
36
+7
93 94
95
96 97