EWA

EverSource Wealth Advisors Portfolio holdings

AUM $1.82B
This Quarter Return
-0.96%
1 Year Return
+11.86%
3 Year Return
+33.73%
5 Year Return
–
10 Year Return
–
AUM
$1.82B
AUM Growth
+$40.5M
Cap. Flow
+$80.8M
Cap. Flow %
4.44%
Top 10 Hldgs %
21.53%
Holding
4,235
New
475
Increased
2,208
Reduced
1,004
Closed
216

Top Buys

1
$12.6M
2
$9.67M
3
$8.73M
4
$7.03M
5
$6.4M

Top Sells

1
$8.98M
2
$8.13M
3
$5.93M
4
$4.42M
5
$4.42M

Sector Composition

1Technology11.03%
2Financials6.39%
3Consumer Discretionary5.91%
4Industrials3.43%
5Healthcare2.84%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.09M0.06% 16,108
-210
-1%
-$14.2K
$1.07M0.06% 41,312
-153
-0.4%
-$3.98K
$1.07M0.06% 19,107
+1,047
+6%
+$58.7K
$1.07M0.06% 8,754
-11,615
-57%
-$1.41M
$1.06M0.06% 16,162
+1,129
+8%
+$74.2K
$1.06M0.06% 30,973
-1,290
-4%
-$44K
$1.06M0.06% 7,759
+141
+2%
+$19.2K
$1.05M0.06% 2,744
+393
+17%
+$151K
$1.05M0.06% 4,118
-332
-7%
-$84.8K
$1.05M0.06% 1,968
-280
-12%
-$149K
$1.03M0.06%
+10,690
 New
+$1.03M
$1.03M0.06% 55,602
-641
-1%
-$11.9K
$1.03M0.06% 6,061
-1,284
-17%
-$219K
$1.03M0.06% 22,696
+973
+4%
+$44.1K
$1.03M0.06% 3,785
+542
+17%
+$147K
$1.02M0.06% 34,415
+500
+1%
+$14.8K
$1.02M0.06% 18,920
+6,555
+53%
+$354K
$1.01M0.06% 32,681
-2,752
-8%
-$85.3K
$1.01M0.06% 21,531
+5,292
+33%
+$248K
$997K0.05% 12,737
-10,280
-45%
-$805K
$994K0.05% 6,585
-7,142
-52%
-$1.08M
$990K0.05% 9,464
-4,361
-32%
-$456K
$989K0.05% 9,630
+1,481
+18%
+$152K
$987K0.05%
+41,812
 New
+$987K
$987K0.05% 2,858
+742
+35%
+$256K
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