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
1001
$60.9K ﹤0.01%
545
+3
1002
$60.9K ﹤0.01%
1,253
+980
1003
$60.3K ﹤0.01%
3,307
+1,631
1004
$60.3K ﹤0.01%
1,727
+1,163
1005
$60K ﹤0.01%
+8,500
1006
$59.9K ﹤0.01%
1,766
+1,241
1007
$59.7K ﹤0.01%
+6,000
1008
$59.6K ﹤0.01%
1,612
+44
1009
$59.5K ﹤0.01%
264
+15
1010
$59.3K ﹤0.01%
1,153
-70
1011
$58.9K ﹤0.01%
2,023
1012
$58.8K ﹤0.01%
10,265
+10,085
1013
$58.8K ﹤0.01%
932
+280
1014
$58.6K ﹤0.01%
905
+275
1015
$58.6K ﹤0.01%
536
1016
$58.5K ﹤0.01%
+232
1017
$58.4K ﹤0.01%
781
+15
1018
$58.4K ﹤0.01%
1,614
+15
1019
$58.3K ﹤0.01%
5,375
-533
1020
$57.9K ﹤0.01%
952
+43
1021
$57.9K ﹤0.01%
1,669
-75
1022
$57.8K ﹤0.01%
615
+269
1023
$57.8K ﹤0.01%
+2,250
1024
$57.7K ﹤0.01%
+6,609
1025
$57.6K ﹤0.01%
588
+138
39 40
41
42 43