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
2051
$7.08K ﹤0.01%
377
+328
2052
$7.06K ﹤0.01%
100
2053
$7.01K ﹤0.01%
93
+68
2054
$7.01K ﹤0.01%
96
-118
2055
$7.01K ﹤0.01%
475
+4
2056
$6.98K ﹤0.01%
+125
2057
$6.98K ﹤0.01%
1,572
+104
2058
$6.96K ﹤0.01%
223
+56
2059
$6.95K ﹤0.01%
+300
2060
$6.94K ﹤0.01%
51
+13
2061
$6.92K ﹤0.01%
32
2062
$6.92K ﹤0.01%
321
2063
$6.91K ﹤0.01%
180
2064
$6.88K ﹤0.01%
124
+84
2065
$6.83K ﹤0.01%
69
2066
$6.82K ﹤0.01%
345
+342
2067
$6.82K ﹤0.01%
12
+3
2068
$6.81K ﹤0.01%
358
+238
2069
$6.81K ﹤0.01%
1,220
-177
2070
$6.8K ﹤0.01%
26
+11
2071
$6.79K ﹤0.01%
159
-147
2072
$6.78K ﹤0.01%
120
+100
2073
$6.76K ﹤0.01%
87
2074
$6.74K ﹤0.01%
195
2075
$6.73K ﹤0.01%
171
+21
81 82
83
84 85