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
2326
$3.6K ﹤0.01%
+33
2327
$3.6K ﹤0.01%
+35
2328
$3.6K ﹤0.01%
72
+11
2329
$3.59K ﹤0.01%
372
-30
2330
$3.59K ﹤0.01%
35
+28
2331
$3.59K ﹤0.01%
52
+34
2332
$3.58K ﹤0.01%
67
+49
2333
$3.56K ﹤0.01%
67
+33
2334
$3.55K ﹤0.01%
79
+7
2335
$3.54K ﹤0.01%
300
2336
$3.53K ﹤0.01%
62
+10
2337
$3.52K ﹤0.01%
227
2338
$3.49K ﹤0.01%
175
+89
2339
$3.49K ﹤0.01%
32
+2
2340
$3.46K ﹤0.01%
252
2341
$3.46K ﹤0.01%
1,745
-368
2342
$3.45K ﹤0.01%
57
2343
$3.44K ﹤0.01%
+285
2344
$3.44K ﹤0.01%
109
+6
2345
$3.43K ﹤0.01%
82
2346
$3.43K ﹤0.01%
+150
2347
$3.43K ﹤0.01%
137
+134
2348
$3.43K ﹤0.01%
58
+5
2349
$3.42K ﹤0.01%
58
+7
2350
$3.41K ﹤0.01%
46
+29
92 93
94
95 96