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
876
$82.6K 0.01%
10,000
877
$82.4K 0.01%
3,056
+864
878
$82.1K 0.01%
1,517
+51
879
$81.9K 0.01%
1,747
+1,437
880
$81.8K 0.01%
+2,500
881
$81.6K 0.01%
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882
$81.6K 0.01%
699
-11
883
$81.4K 0.01%
1,514
+150
884
$81.2K 0.01%
8,116
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885
$81K 0.01%
1,795
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886
$81K 0.01%
1,256
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887
$80.2K 0.01%
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888
$80.1K 0.01%
267
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889
$79.6K 0.01%
759
890
$79.5K 0.01%
2,502
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891
$79.3K 0.01%
1,655
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892
$79.3K 0.01%
449
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893
$79.2K 0.01%
3,028
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894
$79.2K 0.01%
267
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895
$79.2K 0.01%
1,583
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896
$79.1K 0.01%
2,307
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897
$79K 0.01%
3,290
+350
898
$78.8K 0.01%
1,938
+45
899
$78.7K 0.01%
2,624
-62
900
$78.3K 0.01%
26,092
+2,177
34 35
36
37 38