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
576
$189K 0.01%
6,794
+259
577
$188K 0.01%
1,840
+354
578
$188K 0.01%
24,001
+777
579
$188K 0.01%
517
-20
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$187K 0.01%
3,935
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581
$186K 0.01%
2,527
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582
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1,492
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583
$186K 0.01%
772
-11
584
$186K 0.01%
4,589
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585
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3,832
-248
586
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3,020
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587
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3,372
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588
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589
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595
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$179K 0.01%
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597
$179K 0.01%
5,107
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598
$178K 0.01%
2,261
-2,349
599
$177K 0.01%
2,723
+876
600
$177K 0.01%
21,164
+3,515
22 23
24
25 26