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
$1.51B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,193
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.22M
3
+$4.31M
4
TSLA icon
Tesla
TSLA
+$4.22M
5
AAPL icon
Apple
AAPL
+$3.72M

Top Sells

1
+$5.74M
2
+$3.1M
3
+$2.33M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$1.86M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.37M

Sector Composition

1 Technology 11.4%
2 Consumer Discretionary 6.73%
3 Financials 6.61%
4 Industrials 3.77%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.42K ﹤0.01%
70
+18
2477
$2.42K ﹤0.01%
+424
2478
$2.41K ﹤0.01%
101
2479
$2.4K ﹤0.01%
30
+25
2480
$2.39K ﹤0.01%
161
2481
$2.39K ﹤0.01%
293
2482
$2.37K ﹤0.01%
12
2483
$2.36K ﹤0.01%
+406
2484
$2.35K ﹤0.01%
57
+11
2485
$2.35K ﹤0.01%
432
+272
2486
$2.35K ﹤0.01%
+101
2487
$2.35K ﹤0.01%
100
2488
$2.35K ﹤0.01%
234
-17
2489
$2.34K ﹤0.01%
43
+13
2490
$2.34K ﹤0.01%
80
-232
2491
$2.34K ﹤0.01%
+100
2492
$2.31K ﹤0.01%
159
+117
2493
$2.31K ﹤0.01%
13
2494
$2.3K ﹤0.01%
85
2495
$2.29K ﹤0.01%
62
2496
$2.29K ﹤0.01%
43
2497
$2.28K ﹤0.01%
37
2498
$2.28K ﹤0.01%
33
-41
2499
$2.28K ﹤0.01%
36
-10
2500
$2.27K ﹤0.01%
58
+5
98 99
100
101 102