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
901
$78K 0.01%
4,218
+63
902
$77.8K 0.01%
3,454
-370
903
$77.8K 0.01%
1,314
-443
904
$77.5K 0.01%
6,674
+804
905
$77.4K 0.01%
363
-113
906
$76.9K 0.01%
821
-80
907
$76.1K 0.01%
3,816
-548
908
$76K 0.01%
2,698
+655
909
$75.8K 0.01%
1,385
-333
910
$75.8K 0.01%
930
+143
911
$75.1K 0.01%
1,686
+125
912
$74.9K 0.01%
1,985
913
$74.8K 0.01%
1,295
-458
914
$74.8K 0.01%
3,334
+652
915
$74.4K ﹤0.01%
243
+4
916
$74.2K ﹤0.01%
400
-107
917
$74.2K ﹤0.01%
3,355
+79
918
$74.1K ﹤0.01%
1,588
-17
919
$74.1K ﹤0.01%
+5,799
920
$73.8K ﹤0.01%
1,597
+11
921
$73.7K ﹤0.01%
+1,800
922
$72.8K ﹤0.01%
846
+39
923
$72.8K ﹤0.01%
1,123
-47
924
$72.7K ﹤0.01%
1,249
+561
925
$72.5K ﹤0.01%
+5,500
35 36
37
38 39