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
851
$88K 0.01%
1,518
+356
852
$88K 0.01%
2,320
853
$87.9K 0.01%
6,122
+55
854
$87.4K 0.01%
4,586
-400
855
$87K 0.01%
786
-5
856
$86.7K 0.01%
1,249
-105
857
$86.2K 0.01%
1,890
858
$86K 0.01%
1,680
+605
859
$86K 0.01%
+4,000
860
$85.9K 0.01%
13,312
+6,662
861
$85.7K 0.01%
1,545
+263
862
$85.7K 0.01%
345
863
$85.3K 0.01%
567
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864
$85.1K 0.01%
714
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865
$84.8K 0.01%
13,133
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866
$84.8K 0.01%
738
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867
$84.5K 0.01%
2,709
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$84.5K 0.01%
475
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869
$84.4K 0.01%
1,212
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870
$84.3K 0.01%
4,521
871
$84.1K 0.01%
860
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872
$83.9K 0.01%
980
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873
$83.9K 0.01%
6,431
+203
874
$83.8K 0.01%
560
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875
$82.7K 0.01%
383
+351
33 34
35
36 37