EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Fund
S&P 500
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
1476
$21.3K ﹤0.01%
564
+8
1477
$21.2K ﹤0.01%
326
-131
1478
$21.2K ﹤0.01%
+2,500
1479
$21.1K ﹤0.01%
425
-3,271
1480
$21.1K ﹤0.01%
+420
1481
$21.1K ﹤0.01%
212
+27
1482
$21K ﹤0.01%
203
+38
1483
$21K ﹤0.01%
289
+100
1484
$21K ﹤0.01%
143
+104
1485
$20.9K ﹤0.01%
62
1486
$20.9K ﹤0.01%
656
-185
1487
$20.9K ﹤0.01%
218
+2
1488
$20.9K ﹤0.01%
225
+55
1489
$20.8K ﹤0.01%
255
-81
1490
$20.8K ﹤0.01%
838
+25
1491
$20.7K ﹤0.01%
1,025
+848
1492
$20.6K ﹤0.01%
901
-58
1493
$20.5K ﹤0.01%
2,925
1494
$20.4K ﹤0.01%
68
+15
1495
$20.4K ﹤0.01%
146
+1
1496
$20.4K ﹤0.01%
1,074
+163
1497
$20.3K ﹤0.01%
1,049
1498
$20.3K ﹤0.01%
563
1499
$20.2K ﹤0.01%
2,000
1500
$20.2K ﹤0.01%
531
-125
58 59
60
61 62