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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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 3.79%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
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3127
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3128
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3129
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3130
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3131
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3132
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3133
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3134
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-250
3135
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-1,728
3136
$0 ﹤0.01%
1
3137
$0 ﹤0.01%
13
3138
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-25
3139
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-150
3140
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3141
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-1,625
3142
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3143
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3144
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-800
3145
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3146
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3149
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3150
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-9,217
124 125
126
127 128