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
51
$7.36M 0.49%
96,132
+8,347
52
$7.13M 0.47%
120,051
+15,212
53
$6.96M 0.46%
38,691
-286
54
$6.95M 0.46%
62,470
+4,266
55
$6.91M 0.46%
47,194
+5,077
56
$6.83M 0.45%
53,800
-1,686
57
$6.72M 0.45%
31,587
+3,098
58
$6.71M 0.45%
186,036
+23,377
59
$6.62M 0.44%
12,018
+667
60
$6.41M 0.43%
104,655
+11,986
61
$6.38M 0.42%
75,215
+27,780
62
$6.1M 0.41%
106,199
+8,409
63
$6.1M 0.41%
17,033
+5,675
64
$5.77M 0.38%
798,490
+36,192
65
$5.37M 0.36%
126,929
+8,641
66
$5.35M 0.36%
67,163
-184
67
$5.34M 0.35%
89,190
-1,800
68
$5.29M 0.35%
173,324
+24,584
69
$5.2M 0.35%
125,910
-8,390
70
$4.97M 0.33%
72,345
+11,268
71
$4.87M 0.32%
39,295
-284
72
$4.81M 0.32%
15,680
-1,079
73
$4.79M 0.32%
174,135
+8,127
74
$4.75M 0.32%
193,676
-25,000
75
$4.47M 0.3%
137,430
+42,376
1 2
3
4 5