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
1301
$31.6K ﹤0.01%
1,063
1302
$31.4K ﹤0.01%
396
1303
$31.4K ﹤0.01%
160
+3
1304
$31.3K ﹤0.01%
495
-2
1305
$31.3K ﹤0.01%
156
-68
1306
$31.2K ﹤0.01%
523
+364
1307
$30.9K ﹤0.01%
4,494
+43
1308
$30.8K ﹤0.01%
5,039
+98
1309
$30.8K ﹤0.01%
168
+2
1310
$30.8K ﹤0.01%
257
1311
$30.8K ﹤0.01%
205
+38
1312
$30.5K ﹤0.01%
787
+82
1313
$30.4K ﹤0.01%
1,870
+400
1314
$30.3K ﹤0.01%
1,729
+1
1315
$30.2K ﹤0.01%
1,832
+55
1316
$30.1K ﹤0.01%
593
-53
1317
$30.1K ﹤0.01%
1,545
+601
1318
$30.1K ﹤0.01%
273
+97
1319
$30.1K ﹤0.01%
1,109
-540
1320
$30K ﹤0.01%
383
1321
$30K ﹤0.01%
1,650
1322
$29.8K ﹤0.01%
2,266
1323
$29.8K ﹤0.01%
600
+185
1324
$29.7K ﹤0.01%
733
-15
1325
$29.6K ﹤0.01%
2,875
51 52
53
54 55