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
1326
$29.5K ﹤0.01%
182
-2
1327
$29.4K ﹤0.01%
982
-1,117
1328
$29.4K ﹤0.01%
6,479
+797
1329
$29.3K ﹤0.01%
354
-8
1330
$29.3K ﹤0.01%
929
-1,266
1331
$29.3K ﹤0.01%
438
1332
$29.2K ﹤0.01%
273
-24
1333
$29.1K ﹤0.01%
3,550
1334
$29K ﹤0.01%
376
+42
1335
$28.7K ﹤0.01%
248
-323
1336
$28.7K ﹤0.01%
+895
1337
$28.7K ﹤0.01%
365
1338
$28.7K ﹤0.01%
2,609
+2,500
1339
$28.6K ﹤0.01%
1,921
+51
1340
$28.6K ﹤0.01%
388
+205
1341
$28.6K ﹤0.01%
565
-169
1342
$28.6K ﹤0.01%
214
+39
1343
$28.6K ﹤0.01%
214
+25
1344
$28.5K ﹤0.01%
138
+16
1345
$28.4K ﹤0.01%
607
+221
1346
$28.3K ﹤0.01%
111
+12
1347
$28.3K ﹤0.01%
1,000
1348
$28.1K ﹤0.01%
245
+13
1349
$27.9K ﹤0.01%
1,029
1350
$27.8K ﹤0.01%
925
52 53
54
55 56