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
1176
$41.3K ﹤0.01%
1,225
+91
1177
$41.3K ﹤0.01%
121
-37
1178
$41K ﹤0.01%
1,584
+1,563
1179
$41K ﹤0.01%
311
+26
1180
$41K ﹤0.01%
3,817
+3,674
1181
$40.7K ﹤0.01%
1,567
+16
1182
$40.5K ﹤0.01%
581
+349
1183
$40.4K ﹤0.01%
2,222
+699
1184
$40.4K ﹤0.01%
1,063
+40
1185
$40.2K ﹤0.01%
564
+72
1186
$40.1K ﹤0.01%
969
+47
1187
$40.1K ﹤0.01%
523
-112
1188
$40K ﹤0.01%
372
-287
1189
$39.9K ﹤0.01%
4,028
1190
$39.9K ﹤0.01%
2,310
-468
1191
$39.9K ﹤0.01%
578
+87
1192
$39.8K ﹤0.01%
127
+23
1193
$39.7K ﹤0.01%
937
-86
1194
$39.6K ﹤0.01%
+12,000
1195
$39.5K ﹤0.01%
679
+375
1196
$39.5K ﹤0.01%
304
+3
1197
$39.4K ﹤0.01%
3,316
-1,135
1198
$39.4K ﹤0.01%
338
+30
1199
$39.3K ﹤0.01%
869
+27
1200
$39.3K ﹤0.01%
+375
46 47
48
49 50