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
201
$1.13M 0.08%
22,345
+1,116
202
$1.13M 0.08%
36,401
+4,510
203
$1.12M 0.07%
26,322
+21,833
204
$1.12M 0.07%
8,556
+8,091
205
$1.07M 0.07%
19,976
+3,127
206
$1.06M 0.07%
34,627
+8,681
207
$1.05M 0.07%
4,282
+1,088
208
$1.05M 0.07%
42,182
+12,502
209
$1.04M 0.07%
4,657
+133
210
$1.03M 0.07%
42,585
+11,071
211
$1.03M 0.07%
10,987
+1,684
212
$1.02M 0.07%
850
-8
213
$1.02M 0.07%
18,991
+8,974
214
$1.01M 0.07%
5,212
-127
215
$1.01M 0.07%
9,738
+4,245
216
$1M 0.07%
4,067
+3
217
$981K 0.07%
12,591
+627
218
$960K 0.06%
5,938
+1,265
219
$958K 0.06%
+36,803
220
$952K 0.06%
1,552
+175
221
$947K 0.06%
21,656
-547
222
$943K 0.06%
36,391
+10,380
223
$942K 0.06%
15,618
+1,753
224
$917K 0.06%
7,347
+35
225
$914K 0.06%
12,214
-807
7 8
9
10 11