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
2951
$280 ﹤0.01%
10
2952
$266 ﹤0.01%
+6
2953
$262 ﹤0.01%
+100
2954
$257 ﹤0.01%
19
+14
2955
$256 ﹤0.01%
36
+2
2956
$254 ﹤0.01%
+14
2957
$254 ﹤0.01%
500
2958
$237 ﹤0.01%
+1
2959
$229 ﹤0.01%
+5
2960
$228 ﹤0.01%
26
2961
$206 ﹤0.01%
+27
2962
$205 ﹤0.01%
22
-924
2963
$204 ﹤0.01%
25
+20
2964
$199 ﹤0.01%
+33
2965
$188 ﹤0.01%
+40
2966
$188 ﹤0.01%
+4
2967
$185 ﹤0.01%
69
-1
2968
$176 ﹤0.01%
+5,000
2969
$169 ﹤0.01%
+7
2970
$166 ﹤0.01%
+5
2971
$165 ﹤0.01%
+9
2972
$165 ﹤0.01%
1
2973
$159 ﹤0.01%
5
-3
2974
– –
0
2975
$141 ﹤0.01%
93
117 118
119
120 121