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
2351
$3.4K ﹤0.01%
23
+2
2352
$3.4K ﹤0.01%
251
+15
2353
$3.39K ﹤0.01%
14
2354
$3.39K ﹤0.01%
843
2355
$3.39K ﹤0.01%
93
+33
2356
$3.35K ﹤0.01%
100
-3
2357
$3.33K ﹤0.01%
188
-3
2358
$3.31K ﹤0.01%
37
-12
2359
$3.31K ﹤0.01%
228
2360
$3.3K ﹤0.01%
195
+42
2361
$3.3K ﹤0.01%
138
2362
$3.28K ﹤0.01%
163
-860
2363
$3.27K ﹤0.01%
163
2364
$3.27K ﹤0.01%
252
+16
2365
$3.27K ﹤0.01%
106
+70
2366
$3.26K ﹤0.01%
134
+123
2367
$3.26K ﹤0.01%
133
2368
$3.25K ﹤0.01%
96
2369
$3.25K ﹤0.01%
142
+52
2370
$3.25K ﹤0.01%
33
+3
2371
$3.25K ﹤0.01%
86
2372
$3.24K ﹤0.01%
134
2373
$3.24K ﹤0.01%
259
+238
2374
$3.24K ﹤0.01%
33
+28
2375
$3.23K ﹤0.01%
240
-171
93 94
95
96 97