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
426
$313K 0.02%
5,596
427
$312K 0.02%
3,373
428
$312K 0.02%
18,568
+2,920
429
$312K 0.02%
9,621
+61
430
$312K 0.02%
2,433
-770
431
$311K 0.02%
3,820
432
$309K 0.02%
572
+104
433
$308K 0.02%
18,186
+17,889
434
$308K 0.02%
3,833
-1,751
435
$306K 0.02%
2,613
+1,126
436
$306K 0.02%
732
+9
437
$306K 0.02%
3,380
+1,977
438
$305K 0.02%
7,258
+78
439
$300K 0.02%
2,826
+67
440
$297K 0.02%
30,385
+6,875
441
$297K 0.02%
3,707
+902
442
$296K 0.02%
598
+33
443
$295K 0.02%
2,647
+634
444
$294K 0.02%
1,348
+231
445
$293K 0.02%
8,331
+3,808
446
$290K 0.02%
9,178
+13
447
$289K 0.02%
1,882
+17
448
$288K 0.02%
8,976
-56
449
$287K 0.02%
20,013
-1,621
450
$287K 0.02%
681
+16
16 17
18
19 20