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
1101
$48.9K ﹤0.01%
904
-253
1102
$48.7K ﹤0.01%
4,626
+210
1103
$48.7K ﹤0.01%
428
+211
1104
$48.3K ﹤0.01%
276
-67
1105
$48.2K ﹤0.01%
1,000
+500
1106
$48K ﹤0.01%
149
-50
1107
$48K ﹤0.01%
2,410
+333
1108
$47.9K ﹤0.01%
1,437
+20
1109
$47.8K ﹤0.01%
472
-12
1110
$47.8K ﹤0.01%
224
-49
1111
$47.7K ﹤0.01%
475
+119
1112
$47.4K ﹤0.01%
729
+63
1113
$47.3K ﹤0.01%
+5,750
1114
$47.1K ﹤0.01%
761
-6,085
1115
$47.1K ﹤0.01%
1,671
+20
1116
$47K ﹤0.01%
2,200
+1,700
1117
$47K ﹤0.01%
+3,000
1118
$46.7K ﹤0.01%
1,582
-8
1119
$46.6K ﹤0.01%
1,876
+204
1120
$46.6K ﹤0.01%
538
+29
1121
$46.4K ﹤0.01%
466
-95
1122
$46.2K ﹤0.01%
223
1123
$46.1K ﹤0.01%
+2,000
1124
$46K ﹤0.01%
766
+18
1125
$46K ﹤0.01%
215
-20
43 44
45
46 47