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
1651
$15K ﹤0.01%
237
+11
1652
$15K ﹤0.01%
184
+19
1653
$15K ﹤0.01%
482
+93
1654
$15K ﹤0.01%
1,800
1655
$14.9K ﹤0.01%
190
+25
1656
$14.9K ﹤0.01%
190
+49
1657
$14.9K ﹤0.01%
362
+56
1658
$14.9K ﹤0.01%
324
+50
1659
$14.9K ﹤0.01%
583
+7
1660
$14.8K ﹤0.01%
1,500
1661
$14.8K ﹤0.01%
3,761
+2,024
1662
$14.8K ﹤0.01%
204
+56
1663
$14.8K ﹤0.01%
365
+95
1664
$14.7K ﹤0.01%
38
+5
1665
$14.7K ﹤0.01%
115
+1
1666
$14.6K ﹤0.01%
365
+252
1667
$14.6K ﹤0.01%
898
+86
1668
$14.5K ﹤0.01%
202
+111
1669
$14.4K ﹤0.01%
114
+26
1670
$14.3K ﹤0.01%
581
+23
1671
$14.3K ﹤0.01%
647
1672
$14.3K ﹤0.01%
572
1673
$14.2K ﹤0.01%
205
+28
1674
$14.2K ﹤0.01%
1,640
+105
1675
$14.2K ﹤0.01%
696
+362