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
601
$177K 0.01%
5,924
-22
602
$177K 0.01%
2,993
+2,359
603
$177K 0.01%
1,180
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$175K 0.01%
221
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605
$175K 0.01%
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606
$174K 0.01%
1,287
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607
$173K 0.01%
689
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608
$173K 0.01%
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609
$173K 0.01%
4,055
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610
$173K 0.01%
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611
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612
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466
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614
$170K 0.01%
3,232
615
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616
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$168K 0.01%
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$167K 0.01%
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621
$166K 0.01%
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622
$166K 0.01%
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623
$165K 0.01%
854
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624
$165K 0.01%
2,236
-3
625
$165K 0.01%
2,195
+1,859
23 24
25
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