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
1151
$44K ﹤0.01%
571
+50
1152
$43.8K ﹤0.01%
409
1153
$43.7K ﹤0.01%
1,025
+870
1154
$43.3K ﹤0.01%
223
-61
1155
$43.3K ﹤0.01%
+4,000
1156
$43.3K ﹤0.01%
2,529
+29
1157
$43.1K ﹤0.01%
868
+20
1158
$43K ﹤0.01%
323
+56
1159
$43K ﹤0.01%
422
+384
1160
$42.9K ﹤0.01%
293
+14
1161
$42.8K ﹤0.01%
3,082
+859
1162
$42.8K ﹤0.01%
149
+18
1163
$42.7K ﹤0.01%
424
+1
1164
$42.7K ﹤0.01%
+4,071
1165
$42.5K ﹤0.01%
1,545
+351
1166
$42.5K ﹤0.01%
11,095
+10,000
1167
$42.1K ﹤0.01%
358
-2
1168
$42K ﹤0.01%
1,407
-473
1169
$42K ﹤0.01%
2,709
+1,054
1170
$41.7K ﹤0.01%
5,350
+4,701
1171
$41.7K ﹤0.01%
3,300
+2,000
1172
$41.7K ﹤0.01%
1,341
+850
1173
$41.6K ﹤0.01%
483
-6
1174
$41.5K ﹤0.01%
1,181
-102
1175
$41.4K ﹤0.01%
5,075
+13
45 46
47
48 49