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
2126
$6.15K ﹤0.01%
243
2127
$6.15K ﹤0.01%
749
+133
2128
$6.14K ﹤0.01%
667
+156
2129
$6.13K ﹤0.01%
139
-78
2130
$6.1K ﹤0.01%
90
2131
$6.08K ﹤0.01%
140
2132
$6.07K ﹤0.01%
83
+3
2133
$6.05K ﹤0.01%
379
2134
$6.04K ﹤0.01%
154
+27
2135
$6.04K ﹤0.01%
19
-4
2136
$6.03K ﹤0.01%
345
2137
$6.03K ﹤0.01%
225
+14
2138
$6.02K ﹤0.01%
234
2139
$6.01K ﹤0.01%
5
-9
2140
$6.01K ﹤0.01%
27
+17
2141
$6.01K ﹤0.01%
125
2142
$6K ﹤0.01%
122
+97
2143
$5.98K ﹤0.01%
76
+13
2144
$5.98K ﹤0.01%
21
+4
2145
$5.97K ﹤0.01%
70
+57
2146
$5.96K ﹤0.01%
784
+525
2147
$5.96K ﹤0.01%
144
2148
$5.94K ﹤0.01%
83
2149
$5.91K ﹤0.01%
163
+31
2150
$5.9K ﹤0.01%
172
-340
84 85
86
87 88