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
1451
$22.4K ﹤0.01%
621
+82
1452
$22.4K ﹤0.01%
86
+1
1453
$22.3K ﹤0.01%
121
+40
1454
$22.3K ﹤0.01%
376
+84
1455
$22.2K ﹤0.01%
251
+21
1456
$22.2K ﹤0.01%
121
+49
1457
$22.2K ﹤0.01%
1,393
+160
1458
$22.2K ﹤0.01%
1,887
+1,485
1459
$22.2K ﹤0.01%
7,195
-1,000
1460
$22.1K ﹤0.01%
1,061
1461
$22K ﹤0.01%
815
-875
1462
$21.9K ﹤0.01%
106
1463
$21.9K ﹤0.01%
541
+20
1464
$21.8K ﹤0.01%
280
-39
1465
$21.7K ﹤0.01%
356
1466
$21.7K ﹤0.01%
793
+178
1467
$21.6K ﹤0.01%
1,459
+1,012
1468
$21.6K ﹤0.01%
+263
1469
$21.4K ﹤0.01%
495
+26
1470
$21.4K ﹤0.01%
4,456
-165
1471
$21.4K ﹤0.01%
3,862
+3,367
1472
$21.3K ﹤0.01%
182
+38
1473
$21.3K ﹤0.01%
992
1474
$21.3K ﹤0.01%
2,106
1475
$21.3K ﹤0.01%
567
-4
57 58
59
60 61