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
2826
$642 ﹤0.01%
14
-39
2827
$641 ﹤0.01%
19
+7
2828
$637 ﹤0.01%
54
2829
$636 ﹤0.01%
7
2830
$632 ﹤0.01%
+56
2831
$632 ﹤0.01%
100
2832
$628 ﹤0.01%
56
2833
$622 ﹤0.01%
+30
2834
$616 ﹤0.01%
216
-776
2835
$608 ﹤0.01%
+244
2836
$605 ﹤0.01%
14
2837
$603 ﹤0.01%
+14
2838
$602 ﹤0.01%
+169
2839
$601 ﹤0.01%
52
+4
2840
$595 ﹤0.01%
+329
2841
$595 ﹤0.01%
+106
2842
$595 ﹤0.01%
31
-202
2843
$588 ﹤0.01%
29
2844
$587 ﹤0.01%
+76
2845
$581 ﹤0.01%
+65
2846
$576 ﹤0.01%
100
2847
$575 ﹤0.01%
5
+2
2848
$574 ﹤0.01%
102
2849
$573 ﹤0.01%
129
2850
$571 ﹤0.01%
5
112 113
114
115 116