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
2276
$4.17K ﹤0.01%
302
2277
$4.13K ﹤0.01%
1,670
-1,188
2278
$4.1K ﹤0.01%
+312
2279
$4.1K ﹤0.01%
256
+30
2280
$4.09K ﹤0.01%
471
-892
2281
$4.07K ﹤0.01%
14
-1
2282
$4.05K ﹤0.01%
15
-2
2283
$4.05K ﹤0.01%
172
+117
2284
$4.03K ﹤0.01%
150
2285
$4.01K ﹤0.01%
+386
2286
$4.01K ﹤0.01%
75
+36
2287
$4K ﹤0.01%
76
+4
2288
$4K ﹤0.01%
151
+117
2289
$3.99K ﹤0.01%
18
+13
2290
$3.98K ﹤0.01%
55
+5
2291
$3.98K ﹤0.01%
90
-652
2292
$3.98K ﹤0.01%
511
2293
$3.98K ﹤0.01%
52
2294
$3.97K ﹤0.01%
44
-1
2295
$3.95K ﹤0.01%
57
2296
$3.95K ﹤0.01%
132
+51
2297
$3.93K ﹤0.01%
56
+25
2298
$3.93K ﹤0.01%
32
+25
2299
$3.91K ﹤0.01%
218
+72
2300
$3.89K ﹤0.01%
20
-65
90 91
92
93 94