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

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
1376
$25.9K ﹤0.01%
1,311
+21
1377
$25.9K ﹤0.01%
1,285
+189
1378
$25.9K ﹤0.01%
127
+32
1379
$25.8K ﹤0.01%
6,580
+1,223
1380
$25.7K ﹤0.01%
512
1381
$25.7K ﹤0.01%
290
+73
1382
$25.7K ﹤0.01%
321
+33
1383
$25.6K ﹤0.01%
257
-394
1384
$25.5K ﹤0.01%
1,176
1385
$25.5K ﹤0.01%
198
+35
1386
$25.5K ﹤0.01%
362
+117
1387
$25.4K ﹤0.01%
325
+63
1388
$25.3K ﹤0.01%
710
1389
$25.3K ﹤0.01%
554
+17
1390
$25.3K ﹤0.01%
316
-5
1391
$25.2K ﹤0.01%
309
+44
1392
$25.2K ﹤0.01%
538
+90
1393
$25.1K ﹤0.01%
475
+84
1394
$25K ﹤0.01%
237
1395
$24.9K ﹤0.01%
285
+10
1396
$24.9K ﹤0.01%
176
+32
1397
$24.9K ﹤0.01%
1,160
+215
1398
$24.8K ﹤0.01%
270
1399
$24.7K ﹤0.01%
+1,500
1400
$24.7K ﹤0.01%
1,606
+835