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
2101
$6.47K ﹤0.01%
476
+7
2102
$6.46K ﹤0.01%
211
2103
$6.46K ﹤0.01%
14
+6
2104
$6.44K ﹤0.01%
195
-46
2105
$6.44K ﹤0.01%
23
2106
$6.43K ﹤0.01%
357
+118
2107
$6.43K ﹤0.01%
63
+5
2108
$6.42K ﹤0.01%
182
+87
2109
$6.41K ﹤0.01%
87
+7
2110
$6.39K ﹤0.01%
109
+9
2111
$6.38K ﹤0.01%
161
2112
$6.38K ﹤0.01%
307
+25
2113
$6.36K ﹤0.01%
424
+106
2114
$6.36K ﹤0.01%
290
-89
2115
$6.35K ﹤0.01%
165
2116
$6.33K ﹤0.01%
94
+86
2117
$6.31K ﹤0.01%
458
2118
$6.26K ﹤0.01%
136
-173
2119
$6.25K ﹤0.01%
47
+34
2120
$6.24K ﹤0.01%
481
+349
2121
$6.22K ﹤0.01%
3,006
+1,650
2122
$6.21K ﹤0.01%
+100
2123
$6.19K ﹤0.01%
293
-277
2124
$6.18K ﹤0.01%
73
+24
2125
$6.17K ﹤0.01%
14
-12
83 84
85
86 87