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
2501
$2.26K ﹤0.01%
1,198
+341
2502
$2.26K ﹤0.01%
87
2503
$2.25K ﹤0.01%
200
2504
$2.24K ﹤0.01%
+139
2505
$2.24K ﹤0.01%
143
2506
$2.24K ﹤0.01%
+308
2507
$2.23K ﹤0.01%
65
-1
2508
$2.21K ﹤0.01%
95
+1
2509
$2.2K ﹤0.01%
459
+453
2510
$2.2K ﹤0.01%
47
+31
2511
$2.2K ﹤0.01%
56
-47
2512
$2.19K ﹤0.01%
+52
2513
$2.19K ﹤0.01%
102
+2
2514
$2.17K ﹤0.01%
44
+26
2515
$2.16K ﹤0.01%
182
2516
$2.16K ﹤0.01%
168
+140
2517
$2.15K ﹤0.01%
20
2518
$2.15K ﹤0.01%
152
-90
2519
$2.15K ﹤0.01%
169
2520
$2.13K ﹤0.01%
121
2521
$2.13K ﹤0.01%
21
2522
$2.13K ﹤0.01%
103
2523
$2.11K ﹤0.01%
127
-30
2524
$2.11K ﹤0.01%
325
+53
2525
$2.11K ﹤0.01%
28
99 100
101
102 103