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
526
$223K 0.01%
2,823
+289
527
$221K 0.01%
171
+12
528
$220K 0.01%
443
+154
529
$220K 0.01%
6,163
+1,648
530
$220K 0.01%
7,413
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531
$219K 0.01%
4,306
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532
$219K 0.01%
7,119
+197
533
$218K 0.01%
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534
$218K 0.01%
3,211
+196
535
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2,826
+1,151
536
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537
$214K 0.01%
2,707
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538
$213K 0.01%
441
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539
$212K 0.01%
4,283
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540
$211K 0.01%
7,048
+3,078
541
$211K 0.01%
2,485
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543
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1,386
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544
$208K 0.01%
4,530
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545
$208K 0.01%
2,754
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546
$207K 0.01%
2,332
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547
$206K 0.01%
2,221
+1,379
548
$206K 0.01%
935
+28
549
$205K 0.01%
2,699
-415
550
$205K 0.01%
6,770
+2,554
20 21
22
23 24