EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
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 3.78%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57M 3.79%
1,119,638
+84,747
2
$56M 3.72%
152,512
+19,659
3
$46.4M 3.08%
276,451
+2,212
4
$45.8M 3.04%
206,360
+16,756
5
$30.2M 2%
651,369
-11,352
6
$25M 1.66%
272,815
-62,484
7
$23.7M 1.57%
124,642
+967
8
$22.7M 1.51%
54,258
+3,464
9
$21M 1.4%
41,529
+4,449
10
$19.9M 1.32%
643,470
+76,246
11
$19.8M 1.32%
253,443
-17,545
12
$19.5M 1.3%
440,885
+39,062
13
$19M 1.26%
162,097
+20,207
14
$18.4M 1.22%
67,600
-81
15
$18.1M 1.2%
316,414
+37,294
16
$18M 1.2%
105,116
+8,077
17
$17.9M 1.19%
65,240
-8,481
18
$17.5M 1.16%
93,780
+13,967
19
$16.8M 1.11%
72,191
+18,193
20
$16.7M 1.11%
336,025
+30,889
21
$16.5M 1.1%
212,632
+21,907
22
$15.2M 1.01%
456,958
+6,907
23
$14M 0.93%
65,356
-2,227
24
$13.1M 0.87%
812,250
+731,340
25
$13M 0.87%
55,837
-2,744
1
2 3 4 5