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
826
$93.3K 0.01%
15,066
+1,845
827
$93K 0.01%
1,262
+1,121
828
$92.8K 0.01%
+5,000
829
$92.8K 0.01%
1,910
+1,626
830
$92.2K 0.01%
1,972
+66
831
$92K 0.01%
2,607
+1,153
832
$91.7K 0.01%
482
-113
833
$91.3K 0.01%
856
+46
834
$90.7K 0.01%
3,157
-11
835
$90.7K 0.01%
1,810
836
$90.3K 0.01%
2,185
+11
837
$90K 0.01%
11,938
-1,397
838
$89.7K 0.01%
3,479
+1,128
839
$89.4K 0.01%
967
840
$89.3K 0.01%
3,176
-900
841
$89.1K 0.01%
1,334
-740
842
$88.9K 0.01%
1,112
+36
843
$88.8K 0.01%
1,077
+216
844
$88.8K 0.01%
3,218
+268
845
$88.7K 0.01%
874
+22
846
$88.6K 0.01%
+3,200
847
$88.6K 0.01%
1,742
+51
848
$88.5K 0.01%
2,595
+7
849
$88.3K 0.01%
2,292
850
$88.3K 0.01%
791
+2
32 33
34
35 36