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
2701
$1.14K ﹤0.01%
313
-1,173
2702
$1.14K ﹤0.01%
46
2703
$1.14K ﹤0.01%
+55
2704
$1.13K ﹤0.01%
+39
2705
$1.13K ﹤0.01%
+592
2706
$1.13K ﹤0.01%
75
2707
$1.13K ﹤0.01%
7
2708
$1.12K ﹤0.01%
292
+141
2709
$1.12K ﹤0.01%
19
2710
$1.12K ﹤0.01%
20
+18
2711
$1.09K ﹤0.01%
114
2712
$1.09K ﹤0.01%
425
2713
$1.08K ﹤0.01%
36
-83
2714
$1.08K ﹤0.01%
34
+18
2715
$1.06K ﹤0.01%
426
+399
2716
$1.06K ﹤0.01%
146
2717
$1.06K ﹤0.01%
158
2718
$1.06K ﹤0.01%
100
2719
$1.06K ﹤0.01%
30
-74
2720
$1.05K ﹤0.01%
+30
2721
$1.05K ﹤0.01%
+3
2722
$1.05K ﹤0.01%
9
+1
2723
$1.05K ﹤0.01%
75
2724
$1.05K ﹤0.01%
34
2725
$1.03K ﹤0.01%
30
-8
107 108
109
110 111