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
1201
$39.3K ﹤0.01%
252
+12
1202
$39.3K ﹤0.01%
+690
1203
$39.3K ﹤0.01%
428
1204
$39.2K ﹤0.01%
398
+288
1205
$39.2K ﹤0.01%
1,420
-594
1206
$39K ﹤0.01%
910
1207
$39K ﹤0.01%
1,717
+27
1208
$38.8K ﹤0.01%
1,118
+252
1209
$38.7K ﹤0.01%
1,680
+746
1210
$38.6K ﹤0.01%
899
+28
1211
$38.6K ﹤0.01%
916
1212
$38.6K ﹤0.01%
+796
1213
$38.6K ﹤0.01%
438
+43
1214
$38.4K ﹤0.01%
260
-3
1215
$38.3K ﹤0.01%
308
+75
1216
$38.3K ﹤0.01%
4,013
+1,259
1217
$38.3K ﹤0.01%
219
+14
1218
$38.2K ﹤0.01%
1,042
1219
$38.2K ﹤0.01%
659
+45
1220
$38.2K ﹤0.01%
1,189
+2
1221
$38.1K ﹤0.01%
1,159
+118
1222
$38.1K ﹤0.01%
410
+6
1223
$38K ﹤0.01%
2,990
1224
$37.9K ﹤0.01%
1,177
+405
1225
$37.9K ﹤0.01%
1,429
+33
47 48
49
50 51