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
151
$1.63M 0.11%
6,315
+411
152
$1.61M 0.11%
60,023
+3,259
153
$1.61M 0.11%
8,662
+1,857
154
$1.58M 0.1%
60,483
+30,706
155
$1.58M 0.1%
2,743
+2,741
156
$1.55M 0.1%
8,979
+608
157
$1.51M 0.1%
23,381
+12,553
158
$1.51M 0.1%
2,622
+193
159
$1.49M 0.1%
4,493
+589
160
$1.45M 0.1%
18,081
+7,889
161
$1.45M 0.1%
13,804
-1
162
$1.45M 0.1%
7,162
+5,019
163
$1.45M 0.1%
11,941
+2,658
164
$1.45M 0.1%
30,583
+17,964
165
$1.44M 0.1%
19,243
-762
166
$1.43M 0.1%
6,143
+201
167
$1.43M 0.09%
8,840
+8,030
168
$1.42M 0.09%
5,011
+1,907
169
$1.42M 0.09%
3,134
+727
170
$1.4M 0.09%
11,926
+1,368
171
$1.37M 0.09%
3,967
-96
172
$1.37M 0.09%
32,384
-12,660
173
$1.35M 0.09%
11,460
+1,764
174
$1.35M 0.09%
9,332
+666
175
$1.34M 0.09%
2,437
-1,198
5 6
7
8 9