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
3026
$37 ﹤0.01%
13
3027
$36 ﹤0.01%
1
3028
$35 ﹤0.01%
3
3029
$34 ﹤0.01%
1
3030
$34 ﹤0.01%
2
3031
$32 ﹤0.01%
5
3032
$29 ﹤0.01%
13
3033
$26 ﹤0.01%
1
-1
3034
$23 ﹤0.01%
11
3035
$20 ﹤0.01%
+7
3036
$20 ﹤0.01%
+1
3037
$16 ﹤0.01%
+1
3038
$16 ﹤0.01%
23
3039
$14 ﹤0.01%
1
3040
$13 ﹤0.01%
+2
3041
– –
0
3042
$12 ﹤0.01%
+3
3043
$9 ﹤0.01%
24
3044
$7 ﹤0.01%
+1
3045
$4 ﹤0.01%
1
-152
3046
$2 ﹤0.01%
1
3047
– –
0
3048
– –
0
3049
$1 ﹤0.01%
1,357
+43
3050
$1 ﹤0.01%
86
+71
120 121
122
123 124