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
1601
$16.3K ﹤0.01%
997
+72
1602
$16.3K ﹤0.01%
+5,000
1603
$16.3K ﹤0.01%
627
+157
1604
$16.3K ﹤0.01%
2,176
+437
1605
$16.2K ﹤0.01%
+262
1606
$16.2K ﹤0.01%
915
-262
1607
$16.1K ﹤0.01%
123
+7
1608
$16.1K ﹤0.01%
9
1609
$16K ﹤0.01%
899
-34
1610
$16K ﹤0.01%
160
+33
1611
$15.9K ﹤0.01%
116
+23
1612
$15.9K ﹤0.01%
+456
1613
$15.9K ﹤0.01%
409
+2
1614
$15.9K ﹤0.01%
321
-456
1615
$15.9K ﹤0.01%
1,846
+307
1616
$15.8K ﹤0.01%
681
1617
$15.8K ﹤0.01%
921
+545
1618
$15.8K ﹤0.01%
356
-959
1619
$15.6K ﹤0.01%
64
1620
$15.6K ﹤0.01%
+309
1621
$15.6K ﹤0.01%
915
+55
1622
$15.6K ﹤0.01%
76
-31
1623
$15.6K ﹤0.01%
261
+15
1624
$15.6K ﹤0.01%
878
+11
1625
$15.5K ﹤0.01%
407
-11
63 64
65
66 67