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
2526
$2.1K ﹤0.01%
217
2527
$2.08K ﹤0.01%
23
2528
$2.06K ﹤0.01%
61
+2
2529
$2.05K ﹤0.01%
26
+7
2530
$2.05K ﹤0.01%
1,694
2531
$2.05K ﹤0.01%
43
-89
2532
$2.04K ﹤0.01%
138
+35
2533
$2.04K ﹤0.01%
191
2534
$2.02K ﹤0.01%
+100
2535
$2.01K ﹤0.01%
312
2536
$2K ﹤0.01%
77
2537
$1.99K ﹤0.01%
737
+346
2538
$1.98K ﹤0.01%
109
+34
2539
$1.98K ﹤0.01%
44
-10
2540
$1.97K ﹤0.01%
82
+52
2541
$1.96K ﹤0.01%
+7
2542
$1.96K ﹤0.01%
261
2543
$1.96K ﹤0.01%
79
+51
2544
$1.95K ﹤0.01%
85
2545
$1.95K ﹤0.01%
110
2546
$1.95K ﹤0.01%
41
+12
2547
$1.95K ﹤0.01%
50
2548
$1.95K ﹤0.01%
13
+1
2549
$1.94K ﹤0.01%
148
+52
2550
$1.93K ﹤0.01%
118
100 101
102
103 104