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
1801
$10.9K ﹤0.01%
349
+36
1802
$10.9K ﹤0.01%
2,797
+1,187
1803
$10.9K ﹤0.01%
1,830
+438
1804
$10.9K ﹤0.01%
623
-518
1805
$10.8K ﹤0.01%
74
1806
$10.8K ﹤0.01%
574
1807
$10.8K ﹤0.01%
220
+99
1808
$10.8K ﹤0.01%
342
+102
1809
$10.8K ﹤0.01%
259
-263
1810
$10.7K ﹤0.01%
349
1811
$10.7K ﹤0.01%
2,500
1812
$10.7K ﹤0.01%
86
+23
1813
$10.7K ﹤0.01%
277
-41
1814
$10.7K ﹤0.01%
49
+5
1815
$10.7K ﹤0.01%
783
+73
1816
$10.7K ﹤0.01%
338
1817
$10.7K ﹤0.01%
465
1818
$10.7K ﹤0.01%
208
+23
1819
$10.7K ﹤0.01%
933
+156
1820
$10.6K ﹤0.01%
946
+226
1821
$10.6K ﹤0.01%
73
-14
1822
$10.6K ﹤0.01%
751
-53
1823
$10.6K ﹤0.01%
106
1824
$10.5K ﹤0.01%
194
-5,729
1825
$10.5K ﹤0.01%
571
-197
71 72
73
74 75