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
376
$372K 0.02%
2,171
+3
377
$371K 0.02%
4,509
+1,796
378
$370K 0.02%
8,625
+166
379
$370K 0.02%
7,717
+1,536
380
$369K 0.02%
1,513
-55
381
$369K 0.02%
2,039
+55
382
$367K 0.02%
1,543
+182
383
$363K 0.02%
3,907
+1,487
384
$362K 0.02%
3,564
+237
385
$359K 0.02%
2,984
-628
386
$359K 0.02%
10,221
-210
387
$358K 0.02%
1,362
+6
388
$358K 0.02%
6,241
+1,026
389
$357K 0.02%
9,553
+484
390
$356K 0.02%
2,699
+1,550
391
$353K 0.02%
33,510
+1,392
392
$352K 0.02%
1,571
+646
393
$352K 0.02%
1,333
+849
394
$350K 0.02%
3,800
+270
395
$349K 0.02%
625
+14
396
$349K 0.02%
7,802
+869
397
$348K 0.02%
6,584
+4,274
398
$348K 0.02%
3,504
+1,554
399
$347K 0.02%
10,251
+7,455
400
$346K 0.02%
7,818
+1,358
14 15
16
17 18