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
1276
$33.5K ﹤0.01%
+284
1277
$33.5K ﹤0.01%
911
+44
1278
$33.5K ﹤0.01%
574
1279
$33.4K ﹤0.01%
193
-80
1280
$33K ﹤0.01%
3,375
+383
1281
$33K ﹤0.01%
607
+104
1282
$32.9K ﹤0.01%
671
+446
1283
$32.9K ﹤0.01%
720
+12
1284
$32.9K ﹤0.01%
357
+67
1285
$32.7K ﹤0.01%
2,262
-284
1286
$32.7K ﹤0.01%
210
+8
1287
$32.7K ﹤0.01%
521
+85
1288
$32.7K ﹤0.01%
782
+116
1289
$32.7K ﹤0.01%
4,828
+2,022
1290
$32.6K ﹤0.01%
2,705
-49
1291
$32.5K ﹤0.01%
3,056
-2,912
1292
$32.5K ﹤0.01%
138
+63
1293
$32.5K ﹤0.01%
266
+110
1294
$32.4K ﹤0.01%
470
+59
1295
$32.3K ﹤0.01%
274
-102
1296
$32.3K ﹤0.01%
+191
1297
$32.2K ﹤0.01%
370
+9
1298
$31.8K ﹤0.01%
+365
1299
$31.8K ﹤0.01%
1,662
+430
1300
$31.7K ﹤0.01%
805
+212
50 51
52
53 54