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
76
$4.3M 0.29%
65,799
+12,200
77
$4.15M 0.28%
15,630
+3,284
78
$4.15M 0.28%
112,906
+11,473
79
$4.14M 0.28%
25,975
+145
80
$4.11M 0.27%
22,392
+6,738
81
$4M 0.27%
102,493
+33,128
82
$3.96M 0.26%
34,245
-309
83
$3.9M 0.26%
104,598
-924
84
$3.85M 0.26%
12,728
+232
85
$3.84M 0.26%
8,157
-278
86
$3.83M 0.25%
28,441
+1,257
87
$3.72M 0.25%
76,575
+3,033
88
$3.69M 0.25%
22,728
+1,892
89
$3.66M 0.24%
46,986
-154
90
$3.62M 0.24%
70,867
+3,696
91
$3.62M 0.24%
133,185
+9,597
92
$3.54M 0.24%
85,403
+1,523
93
$3.49M 0.23%
29,460
+4,487
94
$3.49M 0.23%
177,507
+20,058
95
$3.46M 0.23%
14,928
+404
96
$3.4M 0.23%
117,416
+2,280
97
$3.35M 0.22%
29,621
+403
98
$3.28M 0.22%
99,999
+63,745
99
$3.16M 0.21%
23,798
+2,038
100
$3.14M 0.21%
55,034
+42
2 3
4
5 6