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
2176
$5.61K ﹤0.01%
110
+45
2177
$5.6K ﹤0.01%
30
2178
$5.59K ﹤0.01%
38
+34
2179
$5.57K ﹤0.01%
27
+11
2180
$5.56K ﹤0.01%
506
+426
2181
$5.54K ﹤0.01%
77
-45
2182
$5.51K ﹤0.01%
956
2183
$5.5K ﹤0.01%
230
+162
2184
$5.5K ﹤0.01%
50
+26
2185
$5.49K ﹤0.01%
45
2186
$5.48K ﹤0.01%
809
2187
$5.45K ﹤0.01%
156
+17
2188
$5.45K ﹤0.01%
52
+4
2189
$5.44K ﹤0.01%
114
+11
2190
$5.42K ﹤0.01%
212
+201
2191
$5.42K ﹤0.01%
371
+85
2192
$5.39K ﹤0.01%
13
2193
$5.32K ﹤0.01%
638
-307
2194
$5.31K ﹤0.01%
59
-6
2195
$5.3K ﹤0.01%
448
+14
2196
$5.29K ﹤0.01%
54
-96
2197
$5.29K ﹤0.01%
121
+13
2198
$5.26K ﹤0.01%
135
+27
2199
$5.26K ﹤0.01%
37
+12
2200
$5.24K ﹤0.01%
127
+113
86 87
88
89 90