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
2026
$7.39K ﹤0.01%
400
2027
$7.37K ﹤0.01%
482
+6
2028
$7.36K ﹤0.01%
117
2029
$7.34K ﹤0.01%
48
+9
2030
$7.33K ﹤0.01%
113
-53
2031
$7.31K ﹤0.01%
378
+29
2032
$7.31K ﹤0.01%
167
+11
2033
$7.3K ﹤0.01%
125
+63
2034
$7.3K ﹤0.01%
35
+21
2035
$7.29K ﹤0.01%
116
+82
2036
$7.29K ﹤0.01%
317
+9
2037
$7.28K ﹤0.01%
105
2038
$7.28K ﹤0.01%
2,205
+156
2039
$7.24K ﹤0.01%
66
+18
2040
$7.22K ﹤0.01%
+107
2041
$7.18K ﹤0.01%
1,030
+62
2042
$7.18K ﹤0.01%
38
2043
$7.17K ﹤0.01%
275
2044
$7.12K ﹤0.01%
480
+471
2045
$7.12K ﹤0.01%
248
2046
$7.11K ﹤0.01%
159
-166
2047
$7.11K ﹤0.01%
133
+126
2048
$7.1K ﹤0.01%
463
2049
$7.1K ﹤0.01%
213
2050
$7.09K ﹤0.01%
692
+192
80 81
82
83 84