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
2626
$1.51K ﹤0.01%
91
-70
2627
$1.5K ﹤0.01%
199
2628
$1.5K ﹤0.01%
248
2629
$1.48K ﹤0.01%
111
-625
2630
$1.48K ﹤0.01%
39
2631
$1.48K ﹤0.01%
111
-121
2632
$1.47K ﹤0.01%
33
-129
2633
$1.45K ﹤0.01%
116
2634
$1.44K ﹤0.01%
28
+16
2635
$1.44K ﹤0.01%
35
2636
$1.42K ﹤0.01%
1,000
2637
$1.41K ﹤0.01%
13
2638
$1.41K ﹤0.01%
22
2639
$1.4K ﹤0.01%
+712
2640
$1.4K ﹤0.01%
12
2641
$1.39K ﹤0.01%
+50
2642
$1.38K ﹤0.01%
+65
2643
$1.38K ﹤0.01%
54
2644
$1.38K ﹤0.01%
33
2645
$1.37K ﹤0.01%
+116
2646
$1.37K ﹤0.01%
123
-301
2647
$1.36K ﹤0.01%
+31
2648
$1.36K ﹤0.01%
408
+400
2649
$1.36K ﹤0.01%
68
2650
$1.35K ﹤0.01%
+550
104 105
106
107 108