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
2676
$1.25K ﹤0.01%
+7
2677
$1.25K ﹤0.01%
43
+21
2678
$1.24K ﹤0.01%
+58
2679
$1.24K ﹤0.01%
29
+14
2680
$1.23K ﹤0.01%
21
-2
2681
$1.23K ﹤0.01%
7
-87
2682
$1.23K ﹤0.01%
12
2683
$1.22K ﹤0.01%
27
2684
$1.21K ﹤0.01%
194
2685
$1.2K ﹤0.01%
2,851
+851
2686
$1.2K ﹤0.01%
60
+43
2687
$1.2K ﹤0.01%
115
2688
$1.19K ﹤0.01%
20
2689
$1.17K ﹤0.01%
80
-426
2690
$1.17K ﹤0.01%
135
+11
2691
$1.17K ﹤0.01%
59
+21
2692
$1.16K ﹤0.01%
468
2693
$1.16K ﹤0.01%
4
-1
2694
$1.16K ﹤0.01%
42
2695
$1.16K ﹤0.01%
57
2696
$1.15K ﹤0.01%
+75
2697
$1.15K ﹤0.01%
+8
2698
$1.15K ﹤0.01%
250
2699
$1.15K ﹤0.01%
42
2700
$1.14K ﹤0.01%
38
-38
106 107
108
109 110