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
1226
$37.7K ﹤0.01%
353
+52
1227
$37.7K ﹤0.01%
556
-70
1228
$37.7K ﹤0.01%
358
+27
1229
$37.5K ﹤0.01%
1,019
1230
$37.5K ﹤0.01%
414
+45
1231
$37.5K ﹤0.01%
1,266
-438
1232
$37.5K ﹤0.01%
529
+63
1233
$37.3K ﹤0.01%
556
+38
1234
$37.3K ﹤0.01%
665
+7
1235
$37.3K ﹤0.01%
1,201
+862
1236
$37.1K ﹤0.01%
639
-514
1237
$37.1K ﹤0.01%
492
+154
1238
$37K ﹤0.01%
1,666
1239
$36.9K ﹤0.01%
1,519
+16
1240
$36.9K ﹤0.01%
2,088
-118
1241
$36.8K ﹤0.01%
542
-55
1242
$36.7K ﹤0.01%
5,693
+1,579
1243
$36.7K ﹤0.01%
7,946
+120
1244
$36.7K ﹤0.01%
504
-26
1245
$36.6K ﹤0.01%
1,975
-2,177
1246
$36.2K ﹤0.01%
1,738
1247
$36K ﹤0.01%
2,477
1248
$36K ﹤0.01%
3,100
+400
1249
$36K ﹤0.01%
969
+73
1250
$35.9K ﹤0.01%
1,185
-1,360
48 49
50
51 52