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
2301
$3.89K ﹤0.01%
403
+256
2302
$3.88K ﹤0.01%
179
+100
2303
$3.87K ﹤0.01%
141
+105
2304
$3.85K ﹤0.01%
131
+77
2305
$3.83K ﹤0.01%
37
+6
2306
$3.83K ﹤0.01%
133
2307
$3.81K ﹤0.01%
37
-17
2308
$3.8K ﹤0.01%
1,205
2309
$3.78K ﹤0.01%
36
+12
2310
$3.78K ﹤0.01%
242
-268
2311
$3.77K ﹤0.01%
167
-90
2312
$3.75K ﹤0.01%
57
+1
2313
$3.75K ﹤0.01%
250
2314
$3.75K ﹤0.01%
220
+172
2315
$3.72K ﹤0.01%
723
2316
$3.71K ﹤0.01%
146
2317
$3.71K ﹤0.01%
+117
2318
$3.68K ﹤0.01%
86
2319
$3.66K ﹤0.01%
166
+43
2320
$3.66K ﹤0.01%
99
+40
2321
$3.64K ﹤0.01%
244
+11
2322
$3.64K ﹤0.01%
50
-347
2323
$3.63K ﹤0.01%
682
2324
$3.61K ﹤0.01%
21
2325
$3.61K ﹤0.01%
266
+126
91 92
93
94 95