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
2901
$460 ﹤0.01%
+22
2902
$459 ﹤0.01%
+143
2903
$456 ﹤0.01%
+11
2904
$453 ﹤0.01%
28
+17
2905
$452 ﹤0.01%
+452
2906
$452 ﹤0.01%
+19
2907
$451 ﹤0.01%
+118
2908
$446 ﹤0.01%
27
+6
2909
$443 ﹤0.01%
48
+36
2910
$443 ﹤0.01%
6
+4
2911
$429 ﹤0.01%
477
2912
$429 ﹤0.01%
+112
2913
$424 ﹤0.01%
+17
2914
$421 ﹤0.01%
24
-181
2915
$420 ﹤0.01%
54
+35
2916
$419 ﹤0.01%
9
2917
$415 ﹤0.01%
+714
2918
$412 ﹤0.01%
32
+22
2919
$408 ﹤0.01%
18
+13
2920
$407 ﹤0.01%
14
+11
2921
$399 ﹤0.01%
+16
2922
$398 ﹤0.01%
+10
2923
$398 ﹤0.01%
27
2924
$396 ﹤0.01%
29
2925
$390 ﹤0.01%
+345
115 116
117
118 119