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
126
$2.16M 0.14%
8,138
+639
127
$2.16M 0.14%
19,452
+8,695
128
$2.15M 0.14%
23,552
+7,591
129
$2.12M 0.14%
25,356
-117
130
$2.09M 0.14%
14,970
+2,540
131
$2.02M 0.13%
32,672
+2,532
132
$2.01M 0.13%
37,011
-2,341
133
$1.99M 0.13%
56,757
-705
134
$1.98M 0.13%
8,735
+1,240
135
$1.98M 0.13%
3
136
$1.96M 0.13%
48,718
-20,953
137
$1.93M 0.13%
50,281
+12,643
138
$1.91M 0.13%
73,526
+1,826
139
$1.88M 0.12%
20,409
+9,928
140
$1.86M 0.12%
30,776
-51,439
141
$1.85M 0.12%
30,354
-4,037
142
$1.84M 0.12%
30,634
+5,461
143
$1.84M 0.12%
22,511
-2,762
144
$1.83M 0.12%
68,016
+16,864
145
$1.82M 0.12%
3,709
+335
146
$1.79M 0.12%
10,439
+4,149
147
$1.72M 0.11%
17,876
+221
148
$1.72M 0.11%
103,169
-9,090
149
$1.7M 0.11%
33,228
+4,318
150
$1.64M 0.11%
3,020
+1,895
4 5
6
7 8