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
551
$203K 0.01%
1,823
-42
552
$202K 0.01%
4,783
+2,031
553
$201K 0.01%
6,819
-801
554
$201K 0.01%
206
+5
555
$201K 0.01%
732
+4
556
$201K 0.01%
9,497
+1,931
557
$200K 0.01%
2,206
+128
558
$198K 0.01%
5,583
+237
559
$198K 0.01%
9,776
560
$198K 0.01%
2,198
+6
561
$197K 0.01%
1,995
+1,752
562
$197K 0.01%
676
+11
563
$197K 0.01%
1,331
+934
564
$197K 0.01%
4,336
+89
565
$197K 0.01%
2,095
+1,754
566
$196K 0.01%
1,100
-103
567
$195K 0.01%
3,041
+111
568
$195K 0.01%
3,724
+3,160
569
$194K 0.01%
3,831
+1,685
570
$192K 0.01%
4,552
571
$192K 0.01%
383
+108
572
$189K 0.01%
1,215
+852
573
$189K 0.01%
1,097
-146
574
$189K 0.01%
705
+21
575
$189K 0.01%
832
+19
21 22
23
24 25