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
2751
$889 ﹤0.01%
+72
2752
$879 ﹤0.01%
13
-4
2753
$879 ﹤0.01%
154
-459
2754
$877 ﹤0.01%
+18
2755
$865 ﹤0.01%
38
2756
$859 ﹤0.01%
113
+3
2757
$858 ﹤0.01%
65
2758
$853 ﹤0.01%
32
-98
2759
$853 ﹤0.01%
42
2760
$852 ﹤0.01%
16
+1
2761
$849 ﹤0.01%
6
2762
$840 ﹤0.01%
35
+25
2763
$837 ﹤0.01%
+33
2764
$835 ﹤0.01%
+109
2765
$830 ﹤0.01%
50
2766
$827 ﹤0.01%
390
2767
$825 ﹤0.01%
33
+12
2768
$817 ﹤0.01%
12
-131
2769
$805 ﹤0.01%
189
2770
$804 ﹤0.01%
143
+55
2771
$803 ﹤0.01%
55
2772
$800 ﹤0.01%
+66
2773
$799 ﹤0.01%
220
+200
2774
$799 ﹤0.01%
+23
2775
$794 ﹤0.01%
62
+2
109 110
111
112 113