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
1976
$8.01K ﹤0.01%
234
-1,050
1977
$8K ﹤0.01%
1,411
-379
1978
$7.98K ﹤0.01%
113
+66
1979
$7.97K ﹤0.01%
86
+3
1980
$7.96K ﹤0.01%
200
1981
$7.96K ﹤0.01%
304
1982
$7.96K ﹤0.01%
205
+24
1983
$7.95K ﹤0.01%
570
1984
$7.93K ﹤0.01%
113
-1
1985
$7.93K ﹤0.01%
750
1986
$7.92K ﹤0.01%
625
+310
1987
$7.91K ﹤0.01%
982
+609
1988
$7.91K ﹤0.01%
170
1989
$7.9K ﹤0.01%
73
1990
$7.9K ﹤0.01%
194
1991
$7.89K ﹤0.01%
+627
1992
$7.88K ﹤0.01%
366
+317
1993
$7.87K ﹤0.01%
2,109
+52
1994
$7.87K ﹤0.01%
687
+193
1995
$7.87K ﹤0.01%
3,264
+2,874
1996
$7.86K ﹤0.01%
1,108
+348
1997
$7.84K ﹤0.01%
161
+9
1998
$7.84K ﹤0.01%
166
-28
1999
$7.8K ﹤0.01%
784
-856
2000
$7.78K ﹤0.01%
200
78 79
80
81 82