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
501
$237K 0.02%
3,308
+163
502
$236K 0.02%
1,507
+349
503
$235K 0.02%
2,488
-50
504
$235K 0.02%
1,290
+246
505
$234K 0.02%
14,037
+2,518
506
$234K 0.02%
2,055
+173
507
$234K 0.02%
5,034
+4,044
508
$234K 0.02%
7,320
+651
509
$232K 0.02%
931
-74
510
$231K 0.02%
506
-45
511
$231K 0.02%
11,020
+2,275
512
$230K 0.02%
1,071
+8
513
$229K 0.02%
1,643
+780
514
$229K 0.02%
2,119
+1,298
515
$229K 0.02%
4,988
+570
516
$228K 0.02%
7,877
+16
517
$228K 0.02%
8,426
+305
518
$227K 0.02%
8,962
519
$226K 0.02%
402
+14
520
$226K 0.02%
9,439
+533
521
$225K 0.02%
3,481
-406
522
$225K 0.01%
898
+20
523
$224K 0.01%
6,780
+812
524
$224K 0.01%
2,347
+1,819
525
$224K 0.01%
2,687
+1,133
19 20
21
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