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
2376
$3.23K ﹤0.01%
113
+16
2377
$3.21K ﹤0.01%
59
2378
$3.21K ﹤0.01%
134
-40
2379
$3.2K ﹤0.01%
84
2380
$3.19K ﹤0.01%
8
+5
2381
$3.18K ﹤0.01%
72
2382
$3.18K ﹤0.01%
114
2383
$3.18K ﹤0.01%
96
+31
2384
$3.16K ﹤0.01%
147
-414
2385
$3.15K ﹤0.01%
491
-109
2386
$3.14K ﹤0.01%
58
+22
2387
$3.14K ﹤0.01%
29
+8
2388
$3.13K ﹤0.01%
14
+6
2389
$3.12K ﹤0.01%
49
-645
2390
$3.12K ﹤0.01%
17
-1
2391
$3.1K ﹤0.01%
65
+45
2392
$3.09K ﹤0.01%
821
+654
2393
$3.07K ﹤0.01%
38
-85
2394
$3.07K ﹤0.01%
+42
2395
$3.06K ﹤0.01%
101
2396
$3.06K ﹤0.01%
71
-93
2397
$3.06K ﹤0.01%
28
-8
2398
$3.05K ﹤0.01%
160
-205
2399
$3.04K ﹤0.01%
1,195
-668
2400
$3.04K ﹤0.01%
190
94 95
96
97 98