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
1526
$19.1K ﹤0.01%
3,015
+1,638
1527
$19K ﹤0.01%
239
+210
1528
$19K ﹤0.01%
32
-7
1529
$19K ﹤0.01%
616
+275
1530
$19K ﹤0.01%
65
+35
1531
$19K ﹤0.01%
400
1532
$18.9K ﹤0.01%
439
+8
1533
$18.9K ﹤0.01%
3,269
+2,032
1534
$18.9K ﹤0.01%
716
+47
1535
$18.9K ﹤0.01%
800
1536
$18.9K ﹤0.01%
1,083
+629
1537
$18.8K ﹤0.01%
147
1538
$18.8K ﹤0.01%
596
-1,101
1539
$18.6K ﹤0.01%
45
+38
1540
$18.6K ﹤0.01%
4,515
-1,218
1541
$18.6K ﹤0.01%
360
+12
1542
$18.6K ﹤0.01%
599
+57
1543
$18.5K ﹤0.01%
+565
1544
$18.5K ﹤0.01%
358
+2
1545
$18.5K ﹤0.01%
327
1546
$18.4K ﹤0.01%
748
1547
$18.3K ﹤0.01%
293
+136
1548
$18.3K ﹤0.01%
910
+12
1549
$18.3K ﹤0.01%
98
+25
1550
$18.2K ﹤0.01%
207
+141
60 61
62
63 64