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
1351
$27.7K ﹤0.01%
331
-5
1352
$27.7K ﹤0.01%
783
+128
1353
$27.7K ﹤0.01%
268
+5
1354
$27.7K ﹤0.01%
481
-813
1355
$27.6K ﹤0.01%
693
1356
$27.6K ﹤0.01%
2,533
+914
1357
$27.4K ﹤0.01%
1,040
1358
$27.3K ﹤0.01%
593
+24
1359
$27.3K ﹤0.01%
848
+39
1360
$27K ﹤0.01%
+729
1361
$27K ﹤0.01%
328
+6
1362
$27K ﹤0.01%
2,826
-174
1363
$26.8K ﹤0.01%
783
1364
$26.7K ﹤0.01%
+390
1365
$26.7K ﹤0.01%
202
+58
1366
$26.5K ﹤0.01%
376
-722
1367
$26.5K ﹤0.01%
340
-74
1368
$26.4K ﹤0.01%
341
-71
1369
$26.2K ﹤0.01%
453
-88
1370
$26.1K ﹤0.01%
3,131
+756
1371
$26.1K ﹤0.01%
1,434
+305
1372
$26K ﹤0.01%
468
1373
$26K ﹤0.01%
+1,113
1374
$26K ﹤0.01%
898
+522
1375
$25.9K ﹤0.01%
323
+219
53 54
55
56 57