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
2451
$1.55K ﹤0.01%
234
+133
2452
$1.55K ﹤0.01%
20
2453
$1.54K ﹤0.01%
+709
2454
$1.53K ﹤0.01%
85
2455
$1.52K ﹤0.01%
217
+61
2456
$1.52K ﹤0.01%
103
-4
2457
$1.51K ﹤0.01%
22
2458
$1.49K ﹤0.01%
34
-85
2459
$1.49K ﹤0.01%
19
2460
$1.48K ﹤0.01%
+20
2461
$1.47K ﹤0.01%
540
+273
2462
$1.47K ﹤0.01%
59
+15
2463
$1.46K ﹤0.01%
75
2464
$1.45K ﹤0.01%
250
2465
$1.45K ﹤0.01%
143
-54
2466
$1.44K ﹤0.01%
68
2467
$1.43K ﹤0.01%
1,205
-1,510
2468
$1.43K ﹤0.01%
38
+10
2469
$1.43K ﹤0.01%
+250
2470
$1.42K ﹤0.01%
86
-781
2471
$1.42K ﹤0.01%
+372
2472
$1.42K ﹤0.01%
+272
2473
$1.41K ﹤0.01%
35
2474
$1.4K ﹤0.01%
41
-6
2475
$1.4K ﹤0.01%
19
-43
97 98
99
100 101