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
$13.7K﹤0.01% 1,064
+1,049
+6,993%
+$13.6K
$13.7K﹤0.01% 931
+845
+983%
+$12.5K
$13.7K﹤0.01% 153
+90
+143%
+$8.08K
$13.7K﹤0.01% 3,026
+2,424
+403%
+$11K
$13.7K﹤0.01% 573
-819
-59%
-$19.5K
$13.7K﹤0.01% 1,798
-3,478
-66%
-$26.4K
$13.7K﹤0.01% 179
+130
+265%
+$9.92K
$13.6K﹤0.01%
+823
 New
+$13.6K
$13.6K﹤0.01% 260
+252
+3,150%
+$13.2K
$13.6K﹤0.01%
+428
 New
+$13.6K
$13.6K﹤0.01% 1,746
+1,527
+697%
+$11.9K
$13.6K﹤0.01% 140
+117
+509%
+$11.3K
$13.6K﹤0.01%
+403
 New
+$13.6K
$13.5K﹤0.01% 1,020––
$13.5K﹤0.01% 64
+55
+611%
+$11.6K
$13.5K﹤0.01% 244
+226
+1,256%
+$12.5K
$13.5K﹤0.01% 120
+82
+216%
+$9.22K
$13.4K﹤0.01% 909
+358
+65%
+$5.28K
$13.4K﹤0.01% 94
+81
+623%
+$11.5K
$13.3K﹤0.01% 234
+226
+2,825%
+$12.9K
$13.3K﹤0.01% 578
+351
+155%
+$8.08K
$13.3K﹤0.01% 659
+146
+28%
+$2.94K
$13.3K﹤0.01% 257
-20
-7%
-$1.03K
$13.3K﹤0.01% 869
+861
+10,763%
+$13.1K
$13.3K﹤0.01% 1,628
+1,046
+180%
+$8.51K
1 102103104105106177