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
2726
$1.03K ﹤0.01%
+48
2727
$1.02K ﹤0.01%
40
2728
$1.02K ﹤0.01%
72
+15
2729
$1.01K ﹤0.01%
+16
2730
$1.01K ﹤0.01%
95
2731
$1.01K ﹤0.01%
21
-275
2732
$1.01K ﹤0.01%
50
2733
$1K ﹤0.01%
254
-715
2734
$994 ﹤0.01%
29
2735
$982 ﹤0.01%
73
2736
$974 ﹤0.01%
21
2737
$974 ﹤0.01%
327
+215
2738
$974 ﹤0.01%
492
2739
$956 ﹤0.01%
+6
2740
$955 ﹤0.01%
+20
2741
$954 ﹤0.01%
84
-525
2742
$939 ﹤0.01%
9
+4
2743
$934 ﹤0.01%
26
+3
2744
$926 ﹤0.01%
+63
2745
$919 ﹤0.01%
24
+20
2746
$905 ﹤0.01%
128
2747
$903 ﹤0.01%
29
2748
$901 ﹤0.01%
46
2749
$892 ﹤0.01%
27
2750
$892 ﹤0.01%
+33
108 109
110
111 112