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
2876
$513 ﹤0.01%
231
-912
2877
$513 ﹤0.01%
+38
2878
$512 ﹤0.01%
+10
2879
$511 ﹤0.01%
+72
2880
$511 ﹤0.01%
+14
2881
$510 ﹤0.01%
7
-6,187
2882
$505 ﹤0.01%
+6
2883
$503 ﹤0.01%
49
+5
2884
$499 ﹤0.01%
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2885
$494 ﹤0.01%
10
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$484 ﹤0.01%
8
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$484 ﹤0.01%
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$484 ﹤0.01%
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$482 ﹤0.01%
+28
2890
$479 ﹤0.01%
7
2891
$478 ﹤0.01%
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2892
$478 ﹤0.01%
+49
2893
$476 ﹤0.01%
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+48
2894
$475 ﹤0.01%
31
+23
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$473 ﹤0.01%
22
2896
$471 ﹤0.01%
75
+70
2897
$466 ﹤0.01%
+80
2898
$465 ﹤0.01%
+14
2899
$461 ﹤0.01%
+21
2900
$460 ﹤0.01%
73
+43
114 115
116
117 118