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
1126
$45.9K ﹤0.01%
1,753
+1,550
1127
$45.9K ﹤0.01%
916
-17
1128
$45.8K ﹤0.01%
4,529
+1,840
1129
$45.8K ﹤0.01%
608
+68
1130
$45.5K ﹤0.01%
1,712
+365
1131
$45.5K ﹤0.01%
968
+9
1132
$45.4K ﹤0.01%
4,858
+6
1133
$45.4K ﹤0.01%
252
-2
1134
$45.3K ﹤0.01%
4,517
+2,186
1135
$45K ﹤0.01%
1,219
-2,689
1136
$45K ﹤0.01%
675
+9
1137
$45K ﹤0.01%
1,022
1138
$45K ﹤0.01%
450
-725
1139
$45K ﹤0.01%
1,163
-254
1140
$44.9K ﹤0.01%
248
-202
1141
$44.9K ﹤0.01%
87
-10
1142
$44.8K ﹤0.01%
850
+65
1143
$44.8K ﹤0.01%
2,730
+106
1144
$44.7K ﹤0.01%
3,676
+757
1145
$44.6K ﹤0.01%
2,630
-51
1146
$44.5K ﹤0.01%
470
-67
1147
$44.4K ﹤0.01%
330
-1
1148
$44.3K ﹤0.01%
791
+305
1149
$44.1K ﹤0.01%
+818
1150
$44K ﹤0.01%
4,054
44 45
46
47 48