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
326
$482K 0.03%
3,522
-21
327
$478K 0.03%
1,950
+200
328
$477K 0.03%
3,936
+19
329
$470K 0.03%
8,190
+908
330
$470K 0.03%
1,338
+41
331
$470K 0.03%
152,536
+16,374
332
$469K 0.03%
2,105
+209
333
$466K 0.03%
9,568
-95
334
$461K 0.03%
42,571
+31,095
335
$459K 0.03%
7,078
+1,441
336
$456K 0.03%
4,600
+58
337
$455K 0.03%
3,469
+122
338
$452K 0.03%
6,171
-129
339
$450K 0.03%
2,510
-61
340
$446K 0.03%
19,579
341
$445K 0.03%
12,119
+4,625
342
$445K 0.03%
8,455
+3,870
343
$441K 0.03%
16,846
-22
344
$438K 0.03%
2,217
+180
345
$437K 0.03%
4,605
+2,764
346
$432K 0.03%
8,813
+2,993
347
$430K 0.03%
998
+304
348
$427K 0.03%
10,679
-31,635
349
$424K 0.03%
1,294
+21
350
$424K 0.03%
1,531
+165
12 13
14
15 16