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
401
$346K 0.02%
2,565
+594
402
$344K 0.02%
13,908
-1,203
403
$344K 0.02%
11,920
+2,265
404
$343K 0.02%
709
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405
$343K 0.02%
984
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406
$342K 0.02%
11,468
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407
$340K 0.02%
4,979
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408
$340K 0.02%
525
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409
$340K 0.02%
4,990
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410
$339K 0.02%
9,609
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411
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1,523
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412
$337K 0.02%
981
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413
$337K 0.02%
1,361
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414
$334K 0.02%
2,183
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415
$333K 0.02%
996
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416
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1,350
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417
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13,230
-5,182
418
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3,103
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419
$329K 0.02%
2,686
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420
$328K 0.02%
7,128
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421
$324K 0.02%
3,687
+67
422
$324K 0.02%
2,903
+28
423
$320K 0.02%
2,184
-141
424
$319K 0.02%
7,368
+445
425
$314K 0.02%
3,061
+28
15 16
17
18 19