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
1901
$9.07K ﹤0.01%
317
+18
1902
$9.05K ﹤0.01%
358
1903
$9.03K ﹤0.01%
420
+96
1904
$9.02K ﹤0.01%
+259
1905
$9.01K ﹤0.01%
102
+22
1906
$8.98K ﹤0.01%
337
+19
1907
$8.9K ﹤0.01%
57
+9
1908
$8.89K ﹤0.01%
+3,500
1909
$8.84K ﹤0.01%
421
-8,075
1910
$8.84K ﹤0.01%
46
-5
1911
$8.83K ﹤0.01%
583
+491
1912
$8.81K ﹤0.01%
1,594
+184
1913
$8.81K ﹤0.01%
173
+10
1914
$8.8K ﹤0.01%
35
-70
1915
$8.8K ﹤0.01%
26
+4
1916
$8.79K ﹤0.01%
74
1917
$8.78K ﹤0.01%
449
+396
1918
$8.76K ﹤0.01%
1,082
+451
1919
$8.72K ﹤0.01%
348
1920
$8.7K ﹤0.01%
83
1921
$8.69K ﹤0.01%
179
+39
1922
$8.69K ﹤0.01%
167
1923
$8.69K ﹤0.01%
500
1924
$8.68K ﹤0.01%
1,369
1925
$8.68K ﹤0.01%
372
+102
75 76
77
78 79