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
$15.1K﹤0.01% 1,203
+1,059
+735%
+$13.3K
$15.1K﹤0.01% 404
+379
+1,516%
+$14.2K
$15.1K﹤0.01% 1,707
+1,555
+1,023%
+$13.8K
$15.1K﹤0.01% 40
+36
+900%
+$13.6K
$15.1K﹤0.01%
+5,000
 New
+$15.1K
$15.1K﹤0.01% 311
+289
+1,314%
+$14K
$15.1K﹤0.01% 531
-42
-7%
-$1.19K
$15.1K﹤0.01% 621
+240
+63%
+$5.82K
$15K﹤0.01% 409
+45
+12%
+$1.66K
$15K﹤0.01%
+1,057
 New
+$15K
$15K﹤0.01% 198
+105
+113%
+$7.97K
$15K﹤0.01% 1,452
+1,345
+1,257%
+$13.9K
$15K﹤0.01% 193
+142
+278%
+$11K
$14.9K﹤0.01% 637
-2,445
-79%
-$57.3K
$14.9K﹤0.01% 1,697
+1,272
+299%
+$11.2K
$14.9K﹤0.01%
+1,293
 New
+$14.9K
$14.9K﹤0.01% 300––
$14.9K﹤0.01% 1,227
+820
+201%
+$9.96K
$14.9K﹤0.01% 200
-220
-52%
-$16.4K
$14.9K﹤0.01% 541
-4,550
-89%
-$125K
$14.9K﹤0.01% 52
-4,066
-99%
-$1.16M
$14.8K﹤0.01% 1,352
+1,113
+466%
+$12.2K
$14.8K﹤0.01% 233
+212
+1,010%
+$13.4K
$14.8K﹤0.01% 3,274
+3,074
+1,537%
+$13.9K
$14.7K﹤0.01% 1,019
+815
+400%
+$11.7K
1 99100101102103177