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
951
$68.4K ﹤0.01%
5,429
952
$67.9K ﹤0.01%
1,101
+512
953
$67.9K ﹤0.01%
1,845
-639
954
$67.7K ﹤0.01%
810
-39
955
$67.6K ﹤0.01%
1,059
+815
956
$67.4K ﹤0.01%
1,470
+14
957
$67K ﹤0.01%
2,487
+55
958
$66.9K ﹤0.01%
+3,809
959
$66.9K ﹤0.01%
1,596
+37
960
$66.8K ﹤0.01%
16,411
+2,819
961
$66.7K ﹤0.01%
1,025
+19
962
$66.5K ﹤0.01%
2,077
-710
963
$66.2K ﹤0.01%
1,207
+199
964
$66K ﹤0.01%
+6,053
965
$65.8K ﹤0.01%
1,360
+40
966
$65.3K ﹤0.01%
816
+36
967
$65.2K ﹤0.01%
1,485
968
$65.1K ﹤0.01%
1,712
+93
969
$65.1K ﹤0.01%
60,263
970
$64.9K ﹤0.01%
558
+9
971
$64.8K ﹤0.01%
4,172
+3,580
972
$64.6K ﹤0.01%
201
+81
973
$64.6K ﹤0.01%
1,668
+387
974
$64.5K ﹤0.01%
473
975
$64.3K ﹤0.01%
2,474
-851
37 38
39
40 41