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
2401
$1.9K ﹤0.01%
+59
2402
$1.9K ﹤0.01%
+78
2403
$1.88K ﹤0.01%
85
+80
2404
$1.88K ﹤0.01%
100
-99
2405
$1.86K ﹤0.01%
12
2406
$1.85K ﹤0.01%
857
+633
2407
$1.84K ﹤0.01%
261
2408
$1.84K ﹤0.01%
+29
2409
$1.84K ﹤0.01%
13
-50
2410
$1.84K ﹤0.01%
21
2411
$1.83K ﹤0.01%
50
2412
$1.83K ﹤0.01%
170
-282
2413
$1.83K ﹤0.01%
37
+25
2414
$1.8K ﹤0.01%
45
-55,186
2415
$1.8K ﹤0.01%
40
2416
$1.8K ﹤0.01%
74
+24
2417
$1.79K ﹤0.01%
76
2418
$1.78K ﹤0.01%
20
2419
$1.78K ﹤0.01%
+81
2420
$1.77K ﹤0.01%
28
-24
2421
$1.76K ﹤0.01%
+101
2422
$1.73K ﹤0.01%
932
2423
$1.73K ﹤0.01%
+321
2424
$1.73K ﹤0.01%
3
-6
2425
$1.73K ﹤0.01%
161
-282
95 96
97
98 99