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
2226
$4.78K ﹤0.01%
+84
2227
$4.77K ﹤0.01%
204
2228
$4.76K ﹤0.01%
55
2229
$4.76K ﹤0.01%
616
+527
2230
$4.75K ﹤0.01%
256
-37
2231
$4.75K ﹤0.01%
21
+8
2232
$4.72K ﹤0.01%
200
2233
$4.7K ﹤0.01%
53
+28
2234
$4.7K ﹤0.01%
87
2235
$4.69K ﹤0.01%
922
+121
2236
$4.68K ﹤0.01%
327
2237
$4.67K ﹤0.01%
1,252
2238
$4.66K ﹤0.01%
187
+1
2239
$4.66K ﹤0.01%
345
+220
2240
$4.65K ﹤0.01%
166
+92
2241
$4.64K ﹤0.01%
205
2242
$4.62K ﹤0.01%
118
+8
2243
$4.62K ﹤0.01%
100
2244
$4.58K ﹤0.01%
100
+18
2245
$4.56K ﹤0.01%
58
2246
$4.56K ﹤0.01%
160
2247
$4.55K ﹤0.01%
+37
2248
$4.53K ﹤0.01%
43
2249
$4.52K ﹤0.01%
218
2250
$4.5K ﹤0.01%
133
88 89
90
91 92