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
3051
– –
-41
3052
$0 ﹤0.01%
424
3053
$0 ﹤0.01%
13
3054
– –
-543
3055
– –
-39
3056
– –
-11
3057
– –
-6
3058
– –
-213
3059
– –
-174
3060
– –
-145
3061
– –
-29
3062
– –
-77
3063
– –
-99
3064
– –
-11
3065
$0 ﹤0.01%
4
3066
– –
-25
3067
– –
-146
3068
– –
-758
3069
– –
-1
3070
– –
-50
3071
– –
-111
3072
– –
-81
3073
– –
-217
3074
– –
-150
3075
– –
-182
121 122
123
124 125