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
1426
$23.4K ﹤0.01%
238
+23
1427
$23.3K ﹤0.01%
1,804
+378
1428
$23.3K ﹤0.01%
736
+483
1429
$23.3K ﹤0.01%
262
+127
1430
$23.2K ﹤0.01%
827
+7
1431
$23.2K ﹤0.01%
1,245
+134
1432
$23.2K ﹤0.01%
1,111
-161
1433
$23.1K ﹤0.01%
321
-1
1434
$23.1K ﹤0.01%
4,900
-1,044
1435
$23.1K ﹤0.01%
241
1436
$23.1K ﹤0.01%
1,140
-243
1437
$23K ﹤0.01%
2,195
1438
$23K ﹤0.01%
1,036
+834
1439
$23K ﹤0.01%
1,704
+537
1440
$23K ﹤0.01%
215
+24
1441
$23K ﹤0.01%
646
+393
1442
$22.8K ﹤0.01%
3,350
+498
1443
$22.8K ﹤0.01%
1,322
1444
$22.8K ﹤0.01%
+322
1445
$22.7K ﹤0.01%
883
+510
1446
$22.6K ﹤0.01%
266
+22
1447
$22.6K ﹤0.01%
701
1448
$22.6K ﹤0.01%
118
+22
1449
$22.4K ﹤0.01%
+745
1450
$22.4K ﹤0.01%
1,891
-151
56 57
58
59 60