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
2801
$689 ﹤0.01%
28
+4
2802
$687 ﹤0.01%
+13
2803
$684 ﹤0.01%
12
2804
$678 ﹤0.01%
+7
2805
$674 ﹤0.01%
+28
2806
$674 ﹤0.01%
+11
2807
$673 ﹤0.01%
6
2808
$670 ﹤0.01%
33
2809
$670 ﹤0.01%
14
-374
2810
$669 ﹤0.01%
+16
2811
$667 ﹤0.01%
4
2812
$667 ﹤0.01%
+63
2813
$667 ﹤0.01%
+11
2814
$664 ﹤0.01%
33
2815
$662 ﹤0.01%
12
+7
2816
$661 ﹤0.01%
+29
2817
$661 ﹤0.01%
+14
2818
$660 ﹤0.01%
35
-73
2819
$654 ﹤0.01%
+14
2820
$654 ﹤0.01%
54
2821
$654 ﹤0.01%
20
2822
$651 ﹤0.01%
+14
2823
$644 ﹤0.01%
+28
2824
$643 ﹤0.01%
23
+21
2825
$643 ﹤0.01%
31
111 112
113
114 115