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
176
$1.33M 0.09%
2,356
-579
177
$1.33M 0.09%
20,353
-2,576
178
$1.32M 0.09%
22,819
+9,353
179
$1.31M 0.09%
7,625
+1,435
180
$1.29M 0.09%
5,772
+300
181
$1.28M 0.09%
36,886
-70
182
$1.28M 0.08%
11,675
+3,490
183
$1.27M 0.08%
7,165
+61
184
$1.26M 0.08%
21,198
+2,876
185
$1.24M 0.08%
6,879
+1,187
186
$1.24M 0.08%
6,516
+786
187
$1.24M 0.08%
23,495
+251
188
$1.23M 0.08%
19,934
+1,103
189
$1.23M 0.08%
29,725
+1,484
190
$1.22M 0.08%
7,358
-434
191
$1.22M 0.08%
11,787
+115
192
$1.21M 0.08%
12,944
+731
193
$1.2M 0.08%
10,138
+839
194
$1.18M 0.08%
48,702
+13,896
195
$1.16M 0.08%
24,588
-864
196
$1.16M 0.08%
49,029
+37,979
197
$1.16M 0.08%
19,242
+16,523
198
$1.15M 0.08%
2,750
+2,668
199
$1.14M 0.08%
1,853
+197
200
$1.13M 0.08%
41,170
+19,904
6 7
8
9 10