EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
This Quarter Return
+11.43%
1 Year Return
+22.38%
3 Year Return
+69.95%
5 Year Return
–
10 Year Return
–
AUM
$2.21B
AUM Growth
+$393M
Cap. Flow
+$239M
Cap. Flow %
10.78%
Top 10 Hldgs %
19.96%
Holding
4,418
New
397
Increased
2,759
Reduced
751
Closed
165

Top Buys

1
$29.5M
2
$28M
3
$9.83M
4
$9.77M
5
$8.19M

Top Sells

1
$10.6M
2
$5.34M
3
$4.93M
4
$4.76M
5
$4.57M

Sector Composition

1Technology12.57%
2Financials7.15%
3Consumer Discretionary5.78%
4Industrials3.77%
5Healthcare2.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$15.5K﹤0.01%
+1,235
 New
+$15.5K
$15.5K﹤0.01% 2,103
+2,084
+10,968%
+$15.3K
$15.5K﹤0.01% 646
+69
+12%
+$1.65K
$15.5K﹤0.01% 416––
$15.5K﹤0.01% 1,800
+1,067
+146%
+$9.17K
$15.4K﹤0.01% 474
-305
-39%
-$9.93K
$15.4K﹤0.01% 355
+334
+1,590%
+$14.5K
$15.4K﹤0.01% 1,338
+1,094
+448%
+$12.6K
$15.4K﹤0.01% 1,500––
$15.4K﹤0.01% 339
+251
+285%
+$11.4K
$15.4K﹤0.01% 466
+413
+779%
+$13.6K
$15.3K﹤0.01% 209
+201
+2,513%
+$14.7K
$15.2K﹤0.01% 230
-149
-39%
-$9.88K
$15.2K﹤0.01% 1,214
+422
+53%
+$5.3K
$15.2K﹤0.01% 3,361
+2,511
+295%
+$11.4K
$15.2K﹤0.01% 109
-229
-68%
-$32K
$15.2K﹤0.01% 1,071
+915
+587%
+$13K
$15.2K﹤0.01% 1,048
-30
-3%
-$435
$15.2K﹤0.01% 2,789
+2,732
+4,793%
+$14.9K
$15.2K﹤0.01% 271
+194
+252%
+$10.9K
$15.2K﹤0.01%
+540
 New
+$15.2K
$15.2K﹤0.01% 1,760
+648
+58%
+$5.58K
$15.1K﹤0.01%
+780
 New
+$15.1K
$15.1K﹤0.01% 704
-121
-15%
-$2.6K
$15.1K﹤0.01% 1,350––
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