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
1026
$57.6K ﹤0.01%
4,371
+3,386
1027
$57.5K ﹤0.01%
506
-96
1028
$57.2K ﹤0.01%
1,537
+177
1029
$57.2K ﹤0.01%
480
-8
1030
$57.2K ﹤0.01%
2,224
+1,748
1031
$57.1K ﹤0.01%
1,269
+197
1032
$57K ﹤0.01%
1,262
-1
1033
$57K ﹤0.01%
1,453
1034
$57K ﹤0.01%
+3,000
1035
$56.8K ﹤0.01%
485
-20
1036
$56.3K ﹤0.01%
5,953
1037
$55.9K ﹤0.01%
3,144
+111
1038
$55.7K ﹤0.01%
528
+237
1039
$55.5K ﹤0.01%
733
+32
1040
$55.5K ﹤0.01%
220
-3
1041
$55.5K ﹤0.01%
289
-114
1042
$55.5K ﹤0.01%
795
+19
1043
$55.4K ﹤0.01%
1,083
1044
$55.4K ﹤0.01%
442
+28
1045
$55.4K ﹤0.01%
3,293
+514
1046
$55.2K ﹤0.01%
1,392
+101
1047
$55.2K ﹤0.01%
1,353
+33
1048
$54.6K ﹤0.01%
391
+280
1049
$54.4K ﹤0.01%
759
+48
1050
$54K ﹤0.01%
915
-83
40 41
42
43 44