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
1951
$8.3K ﹤0.01%
283
1952
$8.3K ﹤0.01%
363
+7
1953
$8.29K ﹤0.01%
1,449
+32
1954
$8.28K ﹤0.01%
307
+60
1955
$8.27K ﹤0.01%
482
+257
1956
$8.27K ﹤0.01%
+102
1957
$8.26K ﹤0.01%
98
+9
1958
$8.24K ﹤0.01%
88
1959
$8.23K ﹤0.01%
493
1960
$8.22K ﹤0.01%
132
-115
1961
$8.21K ﹤0.01%
239
+77
1962
$8.21K ﹤0.01%
157
+51
1963
$8.13K ﹤0.01%
17
+2
1964
$8.13K ﹤0.01%
211
1965
$8.12K ﹤0.01%
88
-156
1966
$8.12K ﹤0.01%
72
+1
1967
$8.11K ﹤0.01%
25
+9
1968
$8.1K ﹤0.01%
+179
1969
$8.1K ﹤0.01%
931
+517
1970
$8.08K ﹤0.01%
535
+32
1971
$8.07K ﹤0.01%
200
+29
1972
$8.06K ﹤0.01%
296
+23
1973
$8.05K ﹤0.01%
580
1974
$8.02K ﹤0.01%
1,181
+771
1975
$8.02K ﹤0.01%
+96
77 78
79
80 81