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
1726
$12.8K ﹤0.01%
569
-792
1727
$12.8K ﹤0.01%
116
+29
1728
$12.8K ﹤0.01%
793
+8
1729
$12.7K ﹤0.01%
73
-53
1730
$12.7K ﹤0.01%
128
+1
1731
$12.7K ﹤0.01%
59
+15
1732
$12.7K ﹤0.01%
174
+78
1733
$12.7K ﹤0.01%
701
1734
$12.6K ﹤0.01%
1,358
-152
1735
$12.5K ﹤0.01%
78
-48
1736
$12.4K ﹤0.01%
98
+8
1737
$12.4K ﹤0.01%
1,481
+430
1738
$12.4K ﹤0.01%
108
-4
1739
$12.3K ﹤0.01%
278
+78
1740
$12.3K ﹤0.01%
94
+9
1741
$12.2K ﹤0.01%
489
+48
1742
$12.1K ﹤0.01%
614
+411
1743
$12.1K ﹤0.01%
243
1744
$12.1K ﹤0.01%
560
+63
1745
$12.1K ﹤0.01%
50
+3
1746
$12K ﹤0.01%
250
+68
1747
$11.9K ﹤0.01%
1,139
1748
$11.9K ﹤0.01%
398
+286
1749
$11.9K ﹤0.01%
1,805
+320
1750
$11.9K ﹤0.01%
140
+26
68 69
70
71 72