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
2601
$1.65K ﹤0.01%
41
2602
$1.64K ﹤0.01%
399
+19
2603
$1.64K ﹤0.01%
86
2604
$1.64K ﹤0.01%
688
-974
2605
$1.62K ﹤0.01%
932
2606
$1.62K ﹤0.01%
+45
2607
$1.6K ﹤0.01%
89
+37
2608
$1.6K ﹤0.01%
+134
2609
$1.6K ﹤0.01%
21
2610
$1.58K ﹤0.01%
+205
2611
$1.58K ﹤0.01%
38
2612
$1.58K ﹤0.01%
85
+59
2613
$1.57K ﹤0.01%
+157
2614
$1.56K ﹤0.01%
14
+6
2615
$1.56K ﹤0.01%
11
+9
2616
$1.55K ﹤0.01%
29
-12
2617
$1.55K ﹤0.01%
75
+11
2618
$1.55K ﹤0.01%
19
2619
$1.54K ﹤0.01%
59
2620
$1.53K ﹤0.01%
30
+17
2621
$1.52K ﹤0.01%
48
2622
$1.52K ﹤0.01%
94
-3,029
2623
$1.51K ﹤0.01%
24
2624
$1.51K ﹤0.01%
+49
2625
$1.51K ﹤0.01%
+481
103 104
105
106 107