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
$14.7K﹤0.01% 1,362
+1,262
+1,262%
+$13.6K
$14.7K﹤0.01% 558
-97
-15%
-$2.55K
$14.7K﹤0.01% 275
+158
+135%
+$8.43K
$14.7K﹤0.01% 549
+534
+3,560%
+$14.3K
$14.7K﹤0.01% 150
+135
+900%
+$13.2K
$14.7K﹤0.01% 112
+105
+1,500%
+$13.8K
$14.7K﹤0.01% 3,202
+1,329
+71%
+$6.09K
$14.7K﹤0.01%
+645
 New
+$14.7K
$14.7K﹤0.01% 456
+110
+32%
+$3.54K
$14.6K﹤0.01% 516
+49
+10%
+$1.39K
$14.6K﹤0.01%
+13,691
 New
+$14.6K
$14.6K﹤0.01% 2,113
-134
-6%
-$929
$14.6K﹤0.01% 67
+39
+139%
+$8.52K
$14.6K﹤0.01% 293
+247
+537%
+$12.3K
$14.6K﹤0.01%
+1,070
 New
+$14.6K
$14.6K﹤0.01% 485
+279
+135%
+$8.4K
$14.5K﹤0.01% 1,034
+833
+414%
+$11.7K
$14.5K﹤0.01% 228
+131
+135%
+$8.34K
$14.5K﹤0.01% 1,440
-289
-17%
-$2.91K
$14.5K﹤0.01%
+54
 New
+$14.5K
$14.5K﹤0.01% 129––
$14.4K﹤0.01% 4,290
+2,203
+106%
+$7.4K
$14.4K﹤0.01% 1,086
+1,050
+2,917%
+$13.9K
$14.4K﹤0.01% 1,331
+1,124
+543%
+$12.2K
$14.4K﹤0.01% 525
+485
+1,213%
+$13.3K
1 100101102103104177