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
1501
$20.2K ﹤0.01%
207
-301
1502
$20.2K ﹤0.01%
746
+31
1503
$20.2K ﹤0.01%
1,422
+124
1504
$20.1K ﹤0.01%
74
+6
1505
$20.1K ﹤0.01%
523
1506
$20.1K ﹤0.01%
491
1507
$20.1K ﹤0.01%
2,323
+518
1508
$20K ﹤0.01%
4,427
+110
1509
$19.9K ﹤0.01%
804
+223
1510
$19.8K ﹤0.01%
994
-340
1511
$19.8K ﹤0.01%
106
-136
1512
$19.8K ﹤0.01%
157
+5
1513
$19.8K ﹤0.01%
164
1514
$19.7K ﹤0.01%
525
-74
1515
$19.7K ﹤0.01%
1,306
+177
1516
$19.6K ﹤0.01%
1,175
+111
1517
$19.6K ﹤0.01%
2,602
+197
1518
$19.6K ﹤0.01%
571
+422
1519
$19.5K ﹤0.01%
417
+22
1520
$19.2K ﹤0.01%
427
+174
1521
$19.2K ﹤0.01%
431
+49
1522
$19.1K ﹤0.01%
112
-3
1523
$19.1K ﹤0.01%
1,493
1524
$19.1K ﹤0.01%
134
+3
1525
$19.1K ﹤0.01%
2,253
59 60
61
62 63