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
1551
$18.2K ﹤0.01%
685
+33
1552
$18.1K ﹤0.01%
325
1553
$18K ﹤0.01%
148
+3
1554
$17.9K ﹤0.01%
235
+32
1555
$17.9K ﹤0.01%
298
+39
1556
$17.8K ﹤0.01%
175
+46
1557
$17.8K ﹤0.01%
554
+2
1558
$17.8K ﹤0.01%
1,483
+48
1559
$17.8K ﹤0.01%
615
+25
1560
$17.7K ﹤0.01%
258
1561
$17.7K ﹤0.01%
150
+126
1562
$17.7K ﹤0.01%
187
+18
1563
$17.6K ﹤0.01%
138
+28
1564
$17.6K ﹤0.01%
135
+29
1565
$17.6K ﹤0.01%
171
+27
1566
$17.6K ﹤0.01%
533
1567
$17.6K ﹤0.01%
9,249
+1,895
1568
$17.6K ﹤0.01%
+82
1569
$17.5K ﹤0.01%
123
-55
1570
$17.5K ﹤0.01%
79
-9
1571
$17.4K ﹤0.01%
243
+138
1572
$17.3K ﹤0.01%
339
1573
$17.3K ﹤0.01%
1,246
+680
1574
$17.2K ﹤0.01%
2
1575
$17.2K ﹤0.01%
122
-7
61 62
63
64 65