EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Fund
S&P 500
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
2551
$1.92K ﹤0.01%
540
2552
$1.92K ﹤0.01%
28
+7
2553
$1.91K ﹤0.01%
46
+1
2554
$1.91K ﹤0.01%
41
+40
2555
$1.9K ﹤0.01%
72
2556
$1.9K ﹤0.01%
19
-37
2557
$1.89K ﹤0.01%
85
2558
$1.88K ﹤0.01%
35
2559
$1.87K ﹤0.01%
+83
2560
$1.87K ﹤0.01%
24
+4
2561
$1.85K ﹤0.01%
61
2562
$1.85K ﹤0.01%
31
+30
2563
$1.85K ﹤0.01%
141
+58
2564
$1.84K ﹤0.01%
20
2565
$1.83K ﹤0.01%
+124
2566
$1.83K ﹤0.01%
+77
2567
$1.82K ﹤0.01%
+992
2568
$1.81K ﹤0.01%
300
2569
$1.81K ﹤0.01%
45
+13
2570
$1.81K ﹤0.01%
+47
2571
$1.81K ﹤0.01%
342
+240
2572
$1.79K ﹤0.01%
208
-456
2573
$1.79K ﹤0.01%
302
2574
$1.79K ﹤0.01%
94
-62
2575
$1.77K ﹤0.01%
63
+19
101 102
103
104 105