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

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
1576
$17.2K ﹤0.01%
1,173
-131
1577
$17.2K ﹤0.01%
658
+152
1578
$17.1K ﹤0.01%
402
+240
1579
$17.1K ﹤0.01%
896
1580
$17.1K ﹤0.01%
1,058
-116
1581
$17K ﹤0.01%
1,132
+27
1582
$17K ﹤0.01%
698
1583
$16.9K ﹤0.01%
701
+60
1584
$16.9K ﹤0.01%
771
+470
1585
$16.9K ﹤0.01%
286
+25
1586
$16.9K ﹤0.01%
4,136
+401
1587
$16.9K ﹤0.01%
514
+14
1588
$16.8K ﹤0.01%
582
-60
1589
$16.8K ﹤0.01%
758
-418
1590
$16.8K ﹤0.01%
1,200
1591
$16.8K ﹤0.01%
137
+75
1592
$16.8K ﹤0.01%
186
+14
1593
$16.8K ﹤0.01%
908
1594
$16.7K ﹤0.01%
403
+35
1595
$16.7K ﹤0.01%
275
+4
1596
$16.7K ﹤0.01%
+61
1597
$16.7K ﹤0.01%
240
+19
1598
$16.6K ﹤0.01%
425
1599
$16.5K ﹤0.01%
126
+38
1600
$16.4K ﹤0.01%
481
+104