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
1926
$8.67K ﹤0.01%
59
+13
1927
$8.66K ﹤0.01%
286
1928
$8.65K ﹤0.01%
786
1929
$8.63K ﹤0.01%
298
1930
$8.63K ﹤0.01%
97
-63
1931
$8.57K ﹤0.01%
367
-78
1932
$8.56K ﹤0.01%
45
1933
$8.49K ﹤0.01%
93
+27
1934
$8.49K ﹤0.01%
264
1935
$8.46K ﹤0.01%
253
1936
$8.45K ﹤0.01%
10
+7
1937
$8.44K ﹤0.01%
400
+28
1938
$8.41K ﹤0.01%
355
+121
1939
$8.41K ﹤0.01%
+1,132
1940
$8.41K ﹤0.01%
62
-3
1941
$8.39K ﹤0.01%
244
1942
$8.37K ﹤0.01%
1,597
-106
1943
$8.35K ﹤0.01%
45
1944
$8.35K ﹤0.01%
325
1945
$8.34K ﹤0.01%
1,986
-4,139
1946
$8.34K ﹤0.01%
168
+16
1947
$8.34K ﹤0.01%
500
-8
1948
$8.34K ﹤0.01%
46
-7
1949
$8.32K ﹤0.01%
700
1950
$8.31K ﹤0.01%
392
+99
76 77
78
79 80