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
1051
$53.9K ﹤0.01%
1,597
+170
1052
$53.9K ﹤0.01%
509
-37
1053
$53.6K ﹤0.01%
205
+173
1054
$53.5K ﹤0.01%
834
-317
1055
$53.5K ﹤0.01%
1,338
+3
1056
$53.5K ﹤0.01%
488
+7
1057
$53.4K ﹤0.01%
555
+4
1058
$53.3K ﹤0.01%
23,800
1059
$53.2K ﹤0.01%
1,164
-2
1060
$53.2K ﹤0.01%
17,549
+1,477
1061
$52.8K ﹤0.01%
771
-87
1062
$52.7K ﹤0.01%
5,342
1063
$52.5K ﹤0.01%
7,145
+1,082
1064
$52.5K ﹤0.01%
835
1065
$52.4K ﹤0.01%
+1,574
1066
$52.2K ﹤0.01%
2,227
-426
1067
$52.1K ﹤0.01%
544
+11
1068
$52.1K ﹤0.01%
462
-71
1069
$52K ﹤0.01%
780
+78
1070
$51.7K ﹤0.01%
1,933
-90
1071
$51.7K ﹤0.01%
358
-403
1072
$51.6K ﹤0.01%
1,418
+31
1073
$51.6K ﹤0.01%
309
+60
1074
$51.5K ﹤0.01%
581
-176
1075
$51.4K ﹤0.01%
325
41 42
43
44 45