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
2076
$6.72K ﹤0.01%
259
2077
$6.69K ﹤0.01%
884
-511
2078
$6.66K ﹤0.01%
98
+14
2079
$6.65K ﹤0.01%
75
-645
2080
$6.64K ﹤0.01%
262
-173
2081
$6.63K ﹤0.01%
203
+79
2082
$6.63K ﹤0.01%
+167
2083
$6.62K ﹤0.01%
586
+46
2084
$6.62K ﹤0.01%
290
+132
2085
$6.61K ﹤0.01%
384
-194
2086
$6.57K ﹤0.01%
54
-8
2087
$6.57K ﹤0.01%
52
+14
2088
$6.55K ﹤0.01%
64
+6
2089
$6.55K ﹤0.01%
117
2090
$6.55K ﹤0.01%
1,779
+1,460
2091
$6.54K ﹤0.01%
3,175
-13,314
2092
$6.54K ﹤0.01%
442
+417
2093
$6.53K ﹤0.01%
150
2094
$6.53K ﹤0.01%
342
-90
2095
$6.53K ﹤0.01%
1,700
-1,616
2096
$6.52K ﹤0.01%
171
-35
2097
$6.51K ﹤0.01%
240
+45
2098
$6.51K ﹤0.01%
83
2099
$6.5K ﹤0.01%
+129
2100
$6.48K ﹤0.01%
143
+29
82 83
84
85 86