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
1676
$14.2K ﹤0.01%
628
+95
1677
$14.1K ﹤0.01%
535
+97
1678
$14.1K ﹤0.01%
260
+87
1679
$14.1K ﹤0.01%
1,447
+283
1680
$14.1K ﹤0.01%
792
+39
1681
$14.1K ﹤0.01%
+1,205
1682
$14.1K ﹤0.01%
825
+311
1683
$14K ﹤0.01%
456
1684
$14K ﹤0.01%
310
1685
$13.9K ﹤0.01%
550
1686
$13.9K ﹤0.01%
722
+141
1687
$13.8K ﹤0.01%
346
+332
1688
$13.8K ﹤0.01%
649
1689
$13.8K ﹤0.01%
80
+8
1690
$13.7K ﹤0.01%
389
-308
1691
$13.7K ﹤0.01%
235
-85
1692
$13.7K ﹤0.01%
234
-977
1693
$13.6K ﹤0.01%
51
-32
1694
$13.6K ﹤0.01%
115
-129
1695
$13.6K ﹤0.01%
195
+46
1696
$13.6K ﹤0.01%
337
+14
1697
$13.6K ﹤0.01%
145
+12
1698
$13.6K ﹤0.01%
380
1699
$13.5K ﹤0.01%
102
1700
$13.5K ﹤0.01%
1,300
66 67
68
69 70