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
1626
$15.5K ﹤0.01%
489
+14
1627
$15.5K ﹤0.01%
224
+22
1628
$15.5K ﹤0.01%
575
+30
1629
$15.5K ﹤0.01%
769
1630
$15.4K ﹤0.01%
356
+27
1631
$15.4K ﹤0.01%
240
+147
1632
$15.3K ﹤0.01%
531
+15
1633
$15.3K ﹤0.01%
522
+114
1634
$15.2K ﹤0.01%
99
+83
1635
$15.2K ﹤0.01%
2,038
-74
1636
$15.2K ﹤0.01%
127
+1
1637
$15.2K ﹤0.01%
+3,000
1638
$15.2K ﹤0.01%
273
-472
1639
$15.2K ﹤0.01%
293
1640
$15.2K ﹤0.01%
+386
1641
$15.2K ﹤0.01%
138
+91
1642
$15.1K ﹤0.01%
342
+22
1643
$15.1K ﹤0.01%
350
+100
1644
$15.1K ﹤0.01%
215
+29
1645
$15.1K ﹤0.01%
38,592
+1,000
1646
$15.1K ﹤0.01%
179
-8
1647
$15K ﹤0.01%
2,748
+98
1648
$15K ﹤0.01%
2,512
+2,500
1649
$15K ﹤0.01%
+196
1650
$15K ﹤0.01%
202
64 65
66
67 68