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
3101
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-1,961
3102
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3103
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-34
3104
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-284
3105
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-695
3106
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3107
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3108
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-500
3109
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-36
3110
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0
3111
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-104
3112
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-6
3113
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-211
3114
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-361
3115
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-76
3116
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3117
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-179
3118
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-67
3119
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-43
3120
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0
3121
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-2,500
3122
– –
-292
3123
– –
-1,200
3124
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-132
3125
– –
-65
123 124
125
126 127