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
2201
$5.24K ﹤0.01%
+70
2202
$5.23K ﹤0.01%
14
+2
2203
$5.21K ﹤0.01%
400
2204
$5.2K ﹤0.01%
195
-5
2205
$5.19K ﹤0.01%
215
+5
2206
$5.18K ﹤0.01%
183
+25
2207
$5.17K ﹤0.01%
176
2208
$5.16K ﹤0.01%
270
2209
$5.14K ﹤0.01%
96
+75
2210
$5.13K ﹤0.01%
80
-167
2211
$5.12K ﹤0.01%
+446
2212
$5.05K ﹤0.01%
35
+29
2213
$5.04K ﹤0.01%
100
2214
$5.04K ﹤0.01%
124
+93
2215
$5K ﹤0.01%
363
2216
$4.99K ﹤0.01%
606
2217
$4.97K ﹤0.01%
101
+40
2218
$4.95K ﹤0.01%
691
2219
$4.93K ﹤0.01%
74
-14
2220
$4.93K ﹤0.01%
1,217
+142
2221
$4.87K ﹤0.01%
82
+14
2222
$4.84K ﹤0.01%
39
2223
$4.83K ﹤0.01%
158
+1
2224
$4.83K ﹤0.01%
234
2225
$4.81K ﹤0.01%
+125
87 88
89
90 91