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
1776
$11.4K ﹤0.01%
405
+159
1777
$11.4K ﹤0.01%
80
+24
1778
$11.4K ﹤0.01%
146
+1
1779
$11.4K ﹤0.01%
112
+61
1780
$11.4K ﹤0.01%
423
+87
1781
$11.4K ﹤0.01%
250
1782
$11.3K ﹤0.01%
571
-644
1783
$11.3K ﹤0.01%
79
+27
1784
$11.3K ﹤0.01%
330
+81
1785
$11.3K ﹤0.01%
489
+128
1786
$11.3K ﹤0.01%
1,090
1787
$11.2K ﹤0.01%
266
+57
1788
$11.2K ﹤0.01%
124
1789
$11.2K ﹤0.01%
+252
1790
$11.2K ﹤0.01%
51
-11
1791
$11.2K ﹤0.01%
550
-4
1792
$11.2K ﹤0.01%
218
+34
1793
$11.2K ﹤0.01%
323
+130
1794
$11K ﹤0.01%
585
1795
$11K ﹤0.01%
100
1796
$11K ﹤0.01%
93
+14
1797
$11K ﹤0.01%
118
1798
$10.9K ﹤0.01%
37
+35
1799
$10.9K ﹤0.01%
462
-3,484
1800
$10.9K ﹤0.01%
820
70 71
72
73 74