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
1826
$10.4K ﹤0.01%
251
-119
1827
$10.4K ﹤0.01%
+226
1828
$10.4K ﹤0.01%
2,155
+30
1829
$10.4K ﹤0.01%
662
1830
$10.4K ﹤0.01%
494
-442
1831
$10.4K ﹤0.01%
369
+2
1832
$10.3K ﹤0.01%
2,324
+768
1833
$10.3K ﹤0.01%
85
1834
$10.3K ﹤0.01%
476
-21
1835
$10.3K ﹤0.01%
118
+99
1836
$10.3K ﹤0.01%
360
-29
1837
$10.2K ﹤0.01%
325
1838
$10.2K ﹤0.01%
159
+1
1839
$10.2K ﹤0.01%
951
+341
1840
$10.2K ﹤0.01%
582
+27
1841
$10.2K ﹤0.01%
663
1842
$10.2K ﹤0.01%
34
1843
$10.1K ﹤0.01%
80
+5
1844
$10.1K ﹤0.01%
18
+1
1845
$10.1K ﹤0.01%
125
+45
1846
$10.1K ﹤0.01%
217
-117
1847
$10.1K ﹤0.01%
4,632
-877
1848
$10.1K ﹤0.01%
910
+848
1849
$10K ﹤0.01%
+294
1850
$10K ﹤0.01%
116
+51
72 73
74
75 76