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
2451
$2.62K ﹤0.01%
100
2452
$2.62K ﹤0.01%
315
2453
$2.6K ﹤0.01%
8
2454
$2.59K ﹤0.01%
931
2455
$2.58K ﹤0.01%
51
2456
$2.58K ﹤0.01%
+197
2457
$2.58K ﹤0.01%
46
+38
2458
$2.58K ﹤0.01%
185
2459
$2.58K ﹤0.01%
73
+32
2460
$2.58K ﹤0.01%
28
2461
$2.56K ﹤0.01%
35
2462
$2.56K ﹤0.01%
36
-2
2463
$2.53K ﹤0.01%
279
+37
2464
$2.53K ﹤0.01%
13
-20
2465
$2.53K ﹤0.01%
+104
2466
$2.51K ﹤0.01%
181
+164
2467
$2.5K ﹤0.01%
111
+33
2468
$2.49K ﹤0.01%
37
+14
2469
$2.48K ﹤0.01%
169
+45
2470
$2.48K ﹤0.01%
218
2471
$2.46K ﹤0.01%
706
-442
2472
$2.45K ﹤0.01%
64
2473
$2.45K ﹤0.01%
131
2474
$2.44K ﹤0.01%
235
2475
$2.43K ﹤0.01%
93
+53
97 98
99
100 101