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
1851
$9.97K ﹤0.01%
1,040
-259
1852
$9.97K ﹤0.01%
300
1853
$9.94K ﹤0.01%
41
+20
1854
$9.88K ﹤0.01%
301
1855
$9.87K ﹤0.01%
160
+35
1856
$9.86K ﹤0.01%
188
1857
$9.82K ﹤0.01%
558
+405
1858
$9.81K ﹤0.01%
410
+121
1859
$9.81K ﹤0.01%
71
+20
1860
$9.77K ﹤0.01%
+202
1861
$9.77K ﹤0.01%
590
+77
1862
$9.76K ﹤0.01%
47
+5
1863
$9.75K ﹤0.01%
193
+51
1864
$9.74K ﹤0.01%
545
1865
$9.74K ﹤0.01%
110
+61
1866
$9.72K ﹤0.01%
626
1867
$9.71K ﹤0.01%
621
+37
1868
$9.7K ﹤0.01%
2,261
-3,315
1869
$9.67K ﹤0.01%
692
1870
$9.67K ﹤0.01%
312
+22
1871
$9.65K ﹤0.01%
603
-897
1872
$9.64K ﹤0.01%
161
+67
1873
$9.61K ﹤0.01%
173
+124
1874
$9.59K ﹤0.01%
820
1875
$9.59K ﹤0.01%
73
+6
73 74
75
76 77