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
2001
$7.77K ﹤0.01%
85
+2
2002
$7.76K ﹤0.01%
196
+73
2003
$7.72K ﹤0.01%
317
+25
2004
$7.72K ﹤0.01%
275
+65
2005
$7.7K ﹤0.01%
429
+418
2006
$7.69K ﹤0.01%
192
+20
2007
$7.68K ﹤0.01%
100
2008
$7.68K ﹤0.01%
+902
2009
$7.67K ﹤0.01%
149
+34
2010
$7.64K ﹤0.01%
1,237
2011
$7.64K ﹤0.01%
124
+19
2012
$7.63K ﹤0.01%
1,000
-118
2013
$7.57K ﹤0.01%
63
+31
2014
$7.56K ﹤0.01%
56
+2
2015
$7.54K ﹤0.01%
56
2016
$7.53K ﹤0.01%
369
+33
2017
$7.51K ﹤0.01%
27
+5
2018
$7.5K ﹤0.01%
865
2019
$7.47K ﹤0.01%
584
-71
2020
$7.45K ﹤0.01%
135
+91
2021
$7.44K ﹤0.01%
41
-7
2022
$7.42K ﹤0.01%
763
+738
2023
$7.42K ﹤0.01%
112
+35
2024
$7.4K ﹤0.01%
817
+263
2025
$7.39K ﹤0.01%
309
+112
79 80
81
82 83