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
2651
$1.35K ﹤0.01%
34
-5
2652
$1.34K ﹤0.01%
173
-42
2653
$1.34K ﹤0.01%
+115
2654
$1.33K ﹤0.01%
4
+3
2655
$1.33K ﹤0.01%
44
2656
$1.32K ﹤0.01%
39
2657
$1.32K ﹤0.01%
310
+60
2658
$1.32K ﹤0.01%
24
-100
2659
$1.32K ﹤0.01%
50
-63
2660
$1.32K ﹤0.01%
14
2661
$1.3K ﹤0.01%
116
-452
2662
$1.29K ﹤0.01%
+545
2663
$1.29K ﹤0.01%
57
2664
$1.28K ﹤0.01%
166
-34
2665
$1.28K ﹤0.01%
75
2666
$1.28K ﹤0.01%
40
+20
2667
$1.28K ﹤0.01%
538
2668
$1.27K ﹤0.01%
26
2669
$1.27K ﹤0.01%
85
+1
2670
$1.27K ﹤0.01%
+13
2671
$1.27K ﹤0.01%
86
2672
$1.26K ﹤0.01%
198
2673
$1.26K ﹤0.01%
64
2674
$1.26K ﹤0.01%
11
2675
$1.26K ﹤0.01%
+20
105 106
107
108 109