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
726
$120K 0.01%
291
+54
727
$119K 0.01%
+4,391
728
$119K 0.01%
473
-102
729
$118K 0.01%
576
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730
$118K 0.01%
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731
$118K 0.01%
954
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732
$118K 0.01%
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733
$118K 0.01%
476
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734
$117K 0.01%
1,336
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735
$117K 0.01%
882
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736
$117K 0.01%
2,921
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737
$117K 0.01%
70
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738
$117K 0.01%
1,172
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739
$116K 0.01%
1,719
+1,365
740
$116K 0.01%
4,711
+4,618
741
$116K 0.01%
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742
$116K 0.01%
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743
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536
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$115K 0.01%
3,101
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745
$115K 0.01%
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-1
746
$114K 0.01%
2,507
-22,955
747
$114K 0.01%
2,615
+10
748
$114K 0.01%
2,854
+124
749
$114K 0.01%
9,170
+8,791
750
$114K 0.01%
2,087
+1,003
28 29
30
31 32