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
1876
$9.59K ﹤0.01%
94
+2
1877
$9.59K ﹤0.01%
422
+64
1878
$9.59K ﹤0.01%
65
-2
1879
$9.56K ﹤0.01%
691
1880
$9.54K ﹤0.01%
154
-42
1881
$9.52K ﹤0.01%
+646
1882
$9.51K ﹤0.01%
196
+6
1883
$9.46K ﹤0.01%
45
1884
$9.43K ﹤0.01%
98
-13
1885
$9.43K ﹤0.01%
255
+12
1886
$9.42K ﹤0.01%
407
1887
$9.39K ﹤0.01%
590
+200
1888
$9.38K ﹤0.01%
88
+33
1889
$9.38K ﹤0.01%
1,566
-298
1890
$9.36K ﹤0.01%
651
1891
$9.35K ﹤0.01%
237
+24
1892
$9.32K ﹤0.01%
97
1893
$9.31K ﹤0.01%
211
1894
$9.3K ﹤0.01%
+131
1895
$9.21K ﹤0.01%
+594
1896
$9.18K ﹤0.01%
95
-137
1897
$9.17K ﹤0.01%
337
-160
1898
$9.15K ﹤0.01%
310
+9
1899
$9.11K ﹤0.01%
202
-293
1900
$9.11K ﹤0.01%
500
74 75
76
77 78