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
101
$3.06M 0.2%
24,623
+6,901
102
$3.01M 0.2%
51,461
+14,820
103
$2.93M 0.19%
43,124
+2,705
104
$2.92M 0.19%
7,837
+750
105
$2.91M 0.19%
63,115
+42,115
106
$2.91M 0.19%
3,618
+109
107
$2.9M 0.19%
18,396
+3,887
108
$2.9M 0.19%
46,140
+3,370
109
$2.83M 0.19%
14,246
+85
110
$2.82M 0.19%
57,861
-8,809
111
$2.77M 0.18%
+31,733
112
$2.72M 0.18%
120,018
+52,698
113
$2.63M 0.17%
24,814
+1,107
114
$2.56M 0.17%
31,929
115
$2.51M 0.17%
4,936
+517
116
$2.46M 0.16%
14,349
+2,564
117
$2.44M 0.16%
5,272
+320
118
$2.44M 0.16%
10,223
-260
119
$2.44M 0.16%
21,239
+618
120
$2.39M 0.16%
60,979
+2,252
121
$2.35M 0.16%
14,632
+3,932
122
$2.32M 0.15%
41,971
+1,785
123
$2.23M 0.15%
19,705
+517
124
$2.2M 0.15%
17,187
+6,084
125
$2.2M 0.15%
20,417
+3,778
3 4
5
6 7