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
2426
$1.72K ﹤0.01%
39
+11
2427
$1.72K ﹤0.01%
20
-16
2428
$1.72K ﹤0.01%
99
+16
2429
$1.7K ﹤0.01%
168
2430
$1.69K ﹤0.01%
+1,059
2431
$1.68K ﹤0.01%
140
+84
2432
$1.66K ﹤0.01%
297
+231
2433
$1.65K ﹤0.01%
85
2434
$1.65K ﹤0.01%
1,250
2435
$1.65K ﹤0.01%
72
2436
$1.65K ﹤0.01%
143
-69
2437
$1.64K ﹤0.01%
89
-42
2438
$1.64K ﹤0.01%
110
2439
$1.63K ﹤0.01%
198
2440
$1.6K ﹤0.01%
8
-5
2441
$1.59K ﹤0.01%
86
+14
2442
$1.59K ﹤0.01%
39
-15
2443
$1.58K ﹤0.01%
+147
2444
$1.58K ﹤0.01%
10
-1
2445
$1.58K ﹤0.01%
118
2446
$1.57K ﹤0.01%
27
2447
$1.57K ﹤0.01%
86
2448
$1.56K ﹤0.01%
758
+462
2449
$1.56K ﹤0.01%
+902
2450
$1.56K ﹤0.01%
+104
96 97
98
99 100