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
2401
$3.03K ﹤0.01%
954
+450
2402
$3.02K ﹤0.01%
101
2403
$3.02K ﹤0.01%
365
2404
$3.02K ﹤0.01%
20
2405
$2.99K ﹤0.01%
149
+11
2406
$2.99K ﹤0.01%
170
2407
$2.99K ﹤0.01%
+350
2408
$2.98K ﹤0.01%
15
2409
$2.98K ﹤0.01%
441
+233
2410
$2.95K ﹤0.01%
709
2411
$2.94K ﹤0.01%
190
2412
$2.93K ﹤0.01%
+65
2413
$2.93K ﹤0.01%
272
-64
2414
$2.91K ﹤0.01%
189
+147
2415
$2.9K ﹤0.01%
+305
2416
$2.9K ﹤0.01%
18
2417
$2.9K ﹤0.01%
177
-77
2418
$2.88K ﹤0.01%
114
-3
2419
$2.87K ﹤0.01%
139
+12
2420
$2.86K ﹤0.01%
375
+207
2421
$2.85K ﹤0.01%
79
2422
$2.85K ﹤0.01%
33
+5
2423
$2.84K ﹤0.01%
55
2424
$2.83K ﹤0.01%
17
+4
2425
$2.82K ﹤0.01%
+223
95 96
97
98 99