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
2426
$2.82K ﹤0.01%
40
+34
2427
$2.81K ﹤0.01%
35
-229
2428
$2.81K ﹤0.01%
66
+39
2429
$2.8K ﹤0.01%
142
+113
2430
$2.79K ﹤0.01%
32
+31
2431
$2.79K ﹤0.01%
73
2432
$2.79K ﹤0.01%
+212
2433
$2.78K ﹤0.01%
54
-68
2434
$2.76K ﹤0.01%
521
2435
$2.76K ﹤0.01%
298
2436
$2.75K ﹤0.01%
46
-22
2437
$2.74K ﹤0.01%
494
-84
2438
$2.73K ﹤0.01%
15
-4
2439
$2.73K ﹤0.01%
+183
2440
$2.73K ﹤0.01%
41
-101
2441
$2.72K ﹤0.01%
84
+61
2442
$2.7K ﹤0.01%
170
2443
$2.7K ﹤0.01%
77
-17
2444
$2.69K ﹤0.01%
+790
2445
$2.69K ﹤0.01%
120
2446
$2.69K ﹤0.01%
238
+29
2447
$2.69K ﹤0.01%
+2,400
2448
$2.69K ﹤0.01%
50
-139
2449
$2.67K ﹤0.01%
16
+1
2450
$2.63K ﹤0.01%
+104
96 97
98
99 100