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
926
$72.2K ﹤0.01%
1,064
-24
927
$72.2K ﹤0.01%
771
+236
928
$72.1K ﹤0.01%
490
+216
929
$72K ﹤0.01%
1,768
-303
930
$71.8K ﹤0.01%
728
+109
931
$71.7K ﹤0.01%
344
+57
932
$71.5K ﹤0.01%
+2,500
933
$71K ﹤0.01%
406
+4
934
$71K ﹤0.01%
241
+119
935
$70.8K ﹤0.01%
880
936
$70.8K ﹤0.01%
298
+24
937
$70.7K ﹤0.01%
485
+178
938
$70.7K ﹤0.01%
4,608
+2,723
939
$70.6K ﹤0.01%
2,454
+1,179
940
$70.6K ﹤0.01%
1,572
+64
941
$70.4K ﹤0.01%
3,596
942
$70K ﹤0.01%
1,070
+70
943
$70K ﹤0.01%
3,920
+5
944
$69.9K ﹤0.01%
6,333
+4,250
945
$69.4K ﹤0.01%
+20,000
946
$69K ﹤0.01%
15,223
+8,607
947
$68.9K ﹤0.01%
2,084
-70
948
$68.8K ﹤0.01%
621
+6
949
$68.7K ﹤0.01%
+3,321
950
$68.6K ﹤0.01%
657
+171
36 37
38
39 40