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
1701
$13.5K ﹤0.01%
383
1702
$13.5K ﹤0.01%
79
-11
1703
$13.5K ﹤0.01%
481
+13
1704
$13.4K ﹤0.01%
62
+11
1705
$13.4K ﹤0.01%
448
-108
1706
$13.4K ﹤0.01%
1,025
-44
1707
$13.4K ﹤0.01%
1,842
1708
$13.4K ﹤0.01%
406
-793
1709
$13.4K ﹤0.01%
35
-2
1710
$13.4K ﹤0.01%
229
-43
1711
$13.3K ﹤0.01%
300
+36
1712
$13.3K ﹤0.01%
327
+59
1713
$13.3K ﹤0.01%
505
1714
$13.2K ﹤0.01%
680
+594
1715
$13.2K ﹤0.01%
242
1716
$13.2K ﹤0.01%
473
-81
1717
$13.1K ﹤0.01%
141
+30
1718
$13.1K ﹤0.01%
1,190
+175
1719
$13K ﹤0.01%
93
+4
1720
$13K ﹤0.01%
630
+69
1721
$12.9K ﹤0.01%
309
+1
1722
$12.9K ﹤0.01%
1,302
1723
$12.9K ﹤0.01%
+3,100
1724
$12.9K ﹤0.01%
68
+2
1725
$12.9K ﹤0.01%
1,600
+1,430
67 68
69
70 71