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
2576
$1.77K ﹤0.01%
27
2577
$1.76K ﹤0.01%
73
-305
2578
$1.76K ﹤0.01%
252
2579
$1.76K ﹤0.01%
131
-374
2580
$1.76K ﹤0.01%
+42
2581
$1.76K ﹤0.01%
22
2582
$1.76K ﹤0.01%
1,250
2583
$1.76K ﹤0.01%
49
+27
2584
$1.75K ﹤0.01%
20
2585
$1.74K ﹤0.01%
45
+7
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$1.74K ﹤0.01%
38
2587
$1.73K ﹤0.01%
201
+171
2588
$1.73K ﹤0.01%
100
-170
2589
$1.73K ﹤0.01%
40
+35
2590
$1.73K ﹤0.01%
206
+117
2591
$1.73K ﹤0.01%
40
+1
2592
$1.71K ﹤0.01%
+48
2593
$1.71K ﹤0.01%
30
+12
2594
$1.71K ﹤0.01%
+36
2595
$1.71K ﹤0.01%
181
+90
2596
$1.67K ﹤0.01%
10
-27
2597
$1.67K ﹤0.01%
+136
2598
$1.67K ﹤0.01%
70
+24
2599
$1.66K ﹤0.01%
+520
2600
$1.66K ﹤0.01%
59
-22
102 103
104
105 106