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
451
$287K 0.02%
7,712
+42
452
$287K 0.02%
332
+15
453
$285K 0.02%
4,603
-151
454
$283K 0.02%
9,373
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455
$282K 0.02%
752
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456
$282K 0.02%
1,958
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457
$281K 0.02%
9,841
-3,859
458
$281K 0.02%
1,058
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459
$280K 0.02%
852
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460
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1,322
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461
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2,851
-719
462
$279K 0.02%
1,295
463
$279K 0.02%
4,561
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464
$278K 0.02%
3,548
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465
$276K 0.02%
484
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466
$274K 0.02%
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467
$273K 0.02%
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468
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5,199
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469
$271K 0.02%
5,695
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470
$268K 0.02%
4,162
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471
$266K 0.02%
2,400
+1,927
472
$263K 0.02%
8,661
+548
473
$262K 0.02%
2,290
+1,600
474
$262K 0.02%
3,406
+241
475
$261K 0.02%
16,027
+1,874
17 18
19
20 21