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
1076
$51.4K ﹤0.01%
2,531
+2,000
1077
$51.1K ﹤0.01%
581
-131
1078
$51.1K ﹤0.01%
+2,000
1079
$51K ﹤0.01%
504
+14
1080
$50.9K ﹤0.01%
15,708
-5,778
1081
$50.8K ﹤0.01%
1,224
1082
$50.8K ﹤0.01%
+4,000
1083
$50.8K ﹤0.01%
1,472
+1,186
1084
$50.7K ﹤0.01%
2,080
+13
1085
$50.5K ﹤0.01%
7,773
1086
$50.4K ﹤0.01%
+3,500
1087
$50.4K ﹤0.01%
1,436
-101
1088
$50.4K ﹤0.01%
4,226
+579
1089
$50.3K ﹤0.01%
778
+234
1090
$50.2K ﹤0.01%
7,291
+301
1091
$50.1K ﹤0.01%
216
+23
1092
$50.1K ﹤0.01%
2,304
+61
1093
$49.9K ﹤0.01%
1,054
+30
1094
$49.8K ﹤0.01%
338
+310
1095
$49.7K ﹤0.01%
2,118
1096
$49.7K ﹤0.01%
2,809
+2,030
1097
$49.7K ﹤0.01%
1,317
-440
1098
$49.6K ﹤0.01%
3,318
+390
1099
$49.2K ﹤0.01%
392
+167
1100
$49.1K ﹤0.01%
430
+99
42 43
44
45 46