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
976
$64.3K ﹤0.01%
1,745
-1,233
977
$64.2K ﹤0.01%
1,242
+20
978
$63.9K ﹤0.01%
410
-2
979
$63.6K ﹤0.01%
979
+82
980
$63.5K ﹤0.01%
3,798
-663
981
$63.4K ﹤0.01%
332
+4
982
$63.2K ﹤0.01%
1,460
983
$63.1K ﹤0.01%
2,232
-518
984
$63.1K ﹤0.01%
272
+45
985
$62.8K ﹤0.01%
1,702
+152
986
$62.7K ﹤0.01%
233
+8
987
$62.7K ﹤0.01%
482
988
$62.4K ﹤0.01%
1,290
989
$62.2K ﹤0.01%
4,266
-12
990
$62.1K ﹤0.01%
1,394
+1,250
991
$62K ﹤0.01%
12,308
+9,753
992
$61.9K ﹤0.01%
1,004
-190
993
$61.8K ﹤0.01%
1,202
-542
994
$61.8K ﹤0.01%
+7,000
995
$61.6K ﹤0.01%
2,917
+29
996
$61.4K ﹤0.01%
2,540
+275
997
$61.3K ﹤0.01%
+9,000
998
$61K ﹤0.01%
4,517
+2,096
999
$61K ﹤0.01%
1,300
-549
1000
$60.9K ﹤0.01%
+2,750
38 39
40
41 42