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
2251
$4.5K ﹤0.01%
1,197
+340
2252
$4.47K ﹤0.01%
57
+41
2253
$4.46K ﹤0.01%
+688
2254
$4.46K ﹤0.01%
41
+30
2255
$4.45K ﹤0.01%
164
+118
2256
$4.41K ﹤0.01%
88
2257
$4.4K ﹤0.01%
296
2258
$4.37K ﹤0.01%
360
+81
2259
$4.36K ﹤0.01%
225
2260
$4.35K ﹤0.01%
+301
2261
$4.34K ﹤0.01%
43
+24
2262
$4.33K ﹤0.01%
111
2263
$4.31K ﹤0.01%
51
+6
2264
$4.31K ﹤0.01%
125
2265
$4.31K ﹤0.01%
628
-48
2266
$4.3K ﹤0.01%
316
+71
2267
$4.3K ﹤0.01%
+306
2268
$4.27K ﹤0.01%
675
-185
2269
$4.26K ﹤0.01%
592
+502
2270
$4.23K ﹤0.01%
50
2271
$4.21K ﹤0.01%
51
+36
2272
$4.21K ﹤0.01%
282
2273
$4.18K ﹤0.01%
100
2274
$4.18K ﹤0.01%
24
+9
2275
$4.18K ﹤0.01%
28
+8
89 90
91
92 93