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
26
$12.9M 0.86%
562,822
-7,141
27
$12.5M 0.83%
130,120
+29,883
28
$12.3M 0.82%
99,431
+1,876
29
$11.7M 0.77%
72,649
+7,421
30
$11.1M 0.73%
117,769
+26,337
31
$10.7M 0.71%
19,390
+476
32
$10.7M 0.71%
29,057
+2,961
33
$10.4M 0.69%
49,183
-845
34
$10.3M 0.68%
221,262
+4,758
35
$10.1M 0.67%
58,227
+629
36
$10M 0.67%
166,356
+15,781
37
$9.86M 0.65%
284,382
+26,032
38
$9.81M 0.65%
29,520
+374
39
$9.6M 0.64%
111,972
+25,947
40
$9.17M 0.61%
304,661
-9,364
41
$8.75M 0.58%
108,855
+8,298
42
$8.62M 0.57%
2,751
+7
43
$8.49M 0.56%
107,466
+7,605
44
$8.31M 0.55%
18,961
+2,635
45
$8.13M 0.54%
9,892
+310
46
$7.7M 0.51%
54,159
+5,479
47
$7.56M 0.5%
281,322
+86,483
48
$7.53M 0.5%
130,192
-1,263
49
$7.46M 0.5%
103,095
+7,918
50
$7.45M 0.49%
15,690
-421
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