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
2776
$794 ﹤0.01%
19
-6
2777
$789 ﹤0.01%
82
+60
2778
$786 ﹤0.01%
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2779
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30
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2780
$779 ﹤0.01%
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2781
$773 ﹤0.01%
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2782
$763 ﹤0.01%
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+17
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$755 ﹤0.01%
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2784
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2786
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2789
$728 ﹤0.01%
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$728 ﹤0.01%
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2791
$727 ﹤0.01%
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2792
$724 ﹤0.01%
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$720 ﹤0.01%
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2795
$709 ﹤0.01%
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2796
$709 ﹤0.01%
16
-23
2797
$709 ﹤0.01%
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2798
$703 ﹤0.01%
26
+10
2799
$702 ﹤0.01%
+33
2800
$691 ﹤0.01%
157
110 111
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