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
2376
$2.03K ﹤0.01%
298
2377
$2.01K ﹤0.01%
120
+98
2378
$2K ﹤0.01%
13
-4
2379
$2K ﹤0.01%
125
-418
2380
$2K ﹤0.01%
25
2381
$1.99K ﹤0.01%
53
+11
2382
$1.98K ﹤0.01%
38
2383
$1.97K ﹤0.01%
100
2384
$1.97K ﹤0.01%
77
-78
2385
$1.97K ﹤0.01%
+157
2386
$1.97K ﹤0.01%
+61
2387
$1.95K ﹤0.01%
+31
2388
$1.94K ﹤0.01%
35
2389
$1.94K ﹤0.01%
24
+2
2390
$1.94K ﹤0.01%
110
-150
2391
$1.94K ﹤0.01%
19
-35
2392
$1.93K ﹤0.01%
169
-101
2393
$1.93K ﹤0.01%
87
2394
$1.93K ﹤0.01%
+82
2395
$1.92K ﹤0.01%
21
2396
$1.92K ﹤0.01%
54
+38
2397
$1.92K ﹤0.01%
182
+48
2398
$1.92K ﹤0.01%
39
-36
2399
$1.91K ﹤0.01%
94
+1
2400
$1.9K ﹤0.01%
90
94 95
96
97 98