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
1251
$35.7K ﹤0.01%
341
+40
1252
$35.4K ﹤0.01%
447
-8
1253
$35.4K ﹤0.01%
2,480
+693
1254
$35.4K ﹤0.01%
350
-24
1255
$35.3K ﹤0.01%
2,651
+93
1256
$35.2K ﹤0.01%
4,363
-2,351
1257
$35.1K ﹤0.01%
220
+13
1258
$35K ﹤0.01%
248
+16
1259
$35K ﹤0.01%
+692
1260
$34.9K ﹤0.01%
1,989
+344
1261
$34.8K ﹤0.01%
3,520
+1,444
1262
$34.8K ﹤0.01%
1,800
+225
1263
$34.8K ﹤0.01%
692
+590
1264
$34.7K ﹤0.01%
561
-486
1265
$34.7K ﹤0.01%
603
+148
1266
$34.5K ﹤0.01%
110
-597
1267
$34.4K ﹤0.01%
359
-20
1268
$34K ﹤0.01%
1,143
-18
1269
$33.9K ﹤0.01%
276
+23
1270
$33.9K ﹤0.01%
866
+137
1271
$33.9K ﹤0.01%
3,582
+3,446
1272
$33.9K ﹤0.01%
1,130
+936
1273
$33.8K ﹤0.01%
1,087
+175
1274
$33.7K ﹤0.01%
518
+101
1275
$33.6K ﹤0.01%
182
-48
49 50
51
52 53