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
2851
$566 ﹤0.01%
337
2852
$566 ﹤0.01%
63
+14
2853
$558 ﹤0.01%
+159
2854
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+141
2855
$555 ﹤0.01%
179
-101
2856
$554 ﹤0.01%
54
+53
2857
$554 ﹤0.01%
14
-13
2858
$550 ﹤0.01%
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2859
$549 ﹤0.01%
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2860
$545 ﹤0.01%
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2861
$542 ﹤0.01%
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2862
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$538 ﹤0.01%
273
-2,355
2864
$538 ﹤0.01%
+7
2865
$538 ﹤0.01%
23
+15
2866
$531 ﹤0.01%
111
+70
2867
$528 ﹤0.01%
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2868
$525 ﹤0.01%
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2869
$525 ﹤0.01%
+12
2870
$523 ﹤0.01%
11
+7
2871
$523 ﹤0.01%
+12
2872
$518 ﹤0.01%
21
2873
$516 ﹤0.01%
20
2874
$515 ﹤0.01%
+6
2875
$515 ﹤0.01%
30
-28
113 114
115
116 117