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
476
$261K 0.02%
3,768
-392
477
$260K 0.02%
5,503
-837
478
$259K 0.02%
3,283
-108
479
$257K 0.02%
5,461
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480
$256K 0.02%
6,201
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481
$254K 0.02%
1,118
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482
$253K 0.02%
10,689
483
$253K 0.02%
7,175
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484
$252K 0.02%
2,097
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485
$252K 0.02%
23,694
-5,422
486
$252K 0.02%
4,103
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487
$251K 0.02%
1,666
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488
$250K 0.02%
2,552
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489
$248K 0.02%
1,778
-7
490
$247K 0.02%
3,520
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$246K 0.02%
3,134
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494
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$242K 0.02%
1,412
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496
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3,983
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497
$239K 0.02%
1,066
+15
498
$238K 0.02%
3,002
-145
499
$237K 0.02%
2,667
+26
500
$237K 0.02%
8,907
+339
18 19
20
21 22