EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$102M
2
+$6.88M
3
+$4.22M
4
TSLA icon
Tesla
TSLA
+$3.18M
5
AAPL icon
Apple
AAPL
+$3.12M

Top Sells

1
+$5.72M
2
+$2.79M
3
+$2.22M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$1.86M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.35M

Sector Composition

1 Technology 11.4%
2 Consumer Discretionary 6.73%
3 Financials 6.61%
4 Industrials 3.78%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
$71 ﹤0.01%
+15
3002
$70 ﹤0.01%
+6,400
3003
$68 ﹤0.01%
+32
3004
$66 ﹤0.01%
4
3005
$66 ﹤0.01%
+5
3006
$65 ﹤0.01%
+3
3007
$64 ﹤0.01%
+17
3008
$64 ﹤0.01%
2
3009
$58 ﹤0.01%
2
-50
3010
$57 ﹤0.01%
4
3011
$57 ﹤0.01%
+3
3012
$57 ﹤0.01%
27
-70
3013
$56 ﹤0.01%
5
3014
$56 ﹤0.01%
+25
3015
$53 ﹤0.01%
3
3016
$52 ﹤0.01%
4
-85
3017
$52 ﹤0.01%
+6
3018
$50 ﹤0.01%
1
-66
3019
$46 ﹤0.01%
1
3020
$46 ﹤0.01%
6
-747
3021
$45 ﹤0.01%
2
3022
$43 ﹤0.01%
4
3023
$40 ﹤0.01%
3
3024
$40 ﹤0.01%
6
3025
$40 ﹤0.01%
50
119 120
121
122 123