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
2976
$134 ﹤0.01%
+122
2977
$133 ﹤0.01%
+1
2978
$133 ﹤0.01%
+18
2979
$130 ﹤0.01%
16
2980
$122 ﹤0.01%
+6
2981
$112 ﹤0.01%
22
-43
2982
$109 ﹤0.01%
+4
2983
$108 ﹤0.01%
10
2984
$102 ﹤0.01%
7
+2
2985
$100 ﹤0.01%
8
2986
$90 ﹤0.01%
50
2987
$88 ﹤0.01%
1
-3,071
2988
$87 ﹤0.01%
+6
2989
$85 ﹤0.01%
4
2990
$82 ﹤0.01%
3
2991
$77 ﹤0.01%
23
2992
$76 ﹤0.01%
24
-218
2993
$76 ﹤0.01%
1
2994
$76 ﹤0.01%
25
2995
$75 ﹤0.01%
8
-154
2996
$74 ﹤0.01%
3
2997
$73 ﹤0.01%
+9
2998
$72 ﹤0.01%
1
2999
$72 ﹤0.01%
2
3000
$71 ﹤0.01%
+15
118 119
120
121 122