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
2151
$5.9K ﹤0.01%
76
+19
2152
$5.89K ﹤0.01%
191
-72
2153
$5.88K ﹤0.01%
144
2154
$5.88K ﹤0.01%
148
+32
2155
$5.88K ﹤0.01%
117
2156
$5.87K ﹤0.01%
67
-2
2157
$5.87K ﹤0.01%
48
2158
$5.82K ﹤0.01%
116
+2
2159
$5.82K ﹤0.01%
598
+22
2160
$5.81K ﹤0.01%
286
+101
2161
$5.79K ﹤0.01%
23
+12
2162
$5.79K ﹤0.01%
36
+4
2163
$5.77K ﹤0.01%
275
2164
$5.76K ﹤0.01%
166
2165
$5.76K ﹤0.01%
250
2166
$5.74K ﹤0.01%
99
+26
2167
$5.74K ﹤0.01%
26
+7
2168
$5.74K ﹤0.01%
150
2169
$5.72K ﹤0.01%
122
+68
2170
$5.69K ﹤0.01%
75
2171
$5.67K ﹤0.01%
32
+9
2172
$5.64K ﹤0.01%
320
2173
$5.64K ﹤0.01%
40
-35
2174
$5.64K ﹤0.01%
69
+31
2175
$5.62K ﹤0.01%
970
+120
85 86
87
88 89