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
$14.4K﹤0.01% 2,145
+1,827
+575%
+$12.2K
$14.4K﹤0.01% 592
+438
+284%
+$10.6K
$14.4K﹤0.01% 276
+261
+1,740%
+$13.6K
$14.3K﹤0.01% 624
+381
+157%
+$8.72K
$14.2K﹤0.01% 189
+95
+101%
+$7.16K
$14.2K﹤0.01%
+160
 New
+$14.2K
$14.2K﹤0.01% 1,536
+1,087
+242%
+$10.1K
$14.1K﹤0.01% 924
+536
+138%
+$8.19K
$14.1K﹤0.01% 636
+575
+943%
+$12.8K
$14.1K﹤0.01% 156
+102
+189%
+$9.22K
$14.1K﹤0.01% 1,753––
$14.1K﹤0.01% 746
+334
+81%
+$6.31K
$14K﹤0.01% 496
+336
+210%
+$9.5K
$14K﹤0.01% 456––
$14K﹤0.01% 1,800––
$14K﹤0.01% 4,160
+4,074
+4,737%
+$13.7K
$14K﹤0.01% 608
+272
+81%
+$6.25K
$13.9K﹤0.01% 1,284
+1,215
+1,761%
+$13.2K
$13.9K﹤0.01% 692
+125
+22%
+$2.51K
$13.9K﹤0.01% 2,735
+1,714
+168%
+$8.69K
$13.9K﹤0.01% 146
+141
+2,820%
+$13.4K
$13.9K﹤0.01% 236
+234
+11,700%
+$13.7K
$13.8K﹤0.01%
+2,265
 New
+$13.8K
$13.8K﹤0.01% 1,467
+1,357
+1,234%
+$12.8K
$13.8K﹤0.01% 960
+911
+1,859%
+$13.1K
1 101102103104105177