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
1401
$24.7K ﹤0.01%
768
+27
1402
$24.6K ﹤0.01%
321
+291
1403
$24.6K ﹤0.01%
107
+15
1404
$24.6K ﹤0.01%
3,833
+194
1405
$24.4K ﹤0.01%
57
+20
1406
$24.4K ﹤0.01%
283
+16
1407
$24.3K ﹤0.01%
786
+160
1408
$24.3K ﹤0.01%
377
+32
1409
$24.3K ﹤0.01%
1,169
+168
1410
$24.2K ﹤0.01%
152
+28
1411
$24.1K ﹤0.01%
179
+15
1412
$24K ﹤0.01%
538
1413
$23.9K ﹤0.01%
406
-53
1414
$23.9K ﹤0.01%
71
-11
1415
$23.9K ﹤0.01%
22,500
+2,000
1416
$23.8K ﹤0.01%
+461
1417
$23.8K ﹤0.01%
3,131
+1,612
1418
$23.7K ﹤0.01%
1,797
+1,333
1419
$23.7K ﹤0.01%
405
+19
1420
$23.7K ﹤0.01%
1,009
+235
1421
$23.6K ﹤0.01%
662
-30
1422
$23.6K ﹤0.01%
532
1423
$23.5K ﹤0.01%
+579
1424
$23.4K ﹤0.01%
1,283
+119
1425
$23.4K ﹤0.01%
1,033
+160
55 56
57
58 59