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
1751
$11.9K ﹤0.01%
617
-1
1752
$11.9K ﹤0.01%
986
1753
$11.8K ﹤0.01%
1,037
+230
1754
$11.8K ﹤0.01%
2,000
+1,750
1755
$11.8K ﹤0.01%
322
1756
$11.8K ﹤0.01%
331
-419
1757
$11.8K ﹤0.01%
238
+1
1758
$11.7K ﹤0.01%
148
+8
1759
$11.7K ﹤0.01%
404
+27
1760
$11.7K ﹤0.01%
163
-14
1761
$11.7K ﹤0.01%
387
+223
1762
$11.7K ﹤0.01%
207
+155
1763
$11.7K ﹤0.01%
243
+43
1764
$11.6K ﹤0.01%
+303
1765
$11.6K ﹤0.01%
609
+58
1766
$11.6K ﹤0.01%
118
-36
1767
$11.6K ﹤0.01%
2,940
1768
$11.6K ﹤0.01%
332
+100
1769
$11.6K ﹤0.01%
332
+14
1770
$11.6K ﹤0.01%
910
+196
1771
$11.6K ﹤0.01%
1,065
+836
1772
$11.5K ﹤0.01%
+167
1773
$11.5K ﹤0.01%
256
+28
1774
$11.5K ﹤0.01%
68
+19
1775
$11.5K ﹤0.01%
925
69 70
71
72 73