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
$13.2K﹤0.01% 3,028
+2,329
+333%
+$10.2K
$13.2K﹤0.01% 343
+339
+8,475%
+$13.1K
$13.2K﹤0.01% 430
+293
+214%
+$9K
$13.2K﹤0.01% 372
+49
+15%
+$1.74K
$13.1K﹤0.01% 854
+645
+309%
+$9.92K
$13.1K﹤0.01% 132––
$13.1K﹤0.01% 437
+378
+641%
+$11.4K
$13.1K﹤0.01% 70
+59
+536%
+$11.1K
$13.1K﹤0.01% 186
+94
+102%
+$6.63K
$13.1K﹤0.01% 303
+212
+233%
+$9.17K
$13.1K﹤0.01% 459
+122
+36%
+$3.48K
$13.1K﹤0.01% 234
+2
+0.9%
+$112
$13.1K﹤0.01% 1,948
+394
+25%
+$2.64K
$13.1K﹤0.01% 1,080
+664
+160%
+$8.03K
$13.1K﹤0.01%
+731
 New
+$13.1K
$13.1K﹤0.01% 359
+321
+845%
+$11.7K
$13K﹤0.01%
+929
 New
+$13K
$13K﹤0.01% 3,592
+3,510
+4,280%
+$12.7K
$13K﹤0.01% 240
-33
-12%
-$1.79K
$13K﹤0.01% 311
+73
+31%
+$3.06K
$13K﹤0.01% 6,646
+3,195
+93%
+$6.26K
$13K﹤0.01%
+2,398
 New
+$13K
$13K﹤0.01% 160––
$12.9K﹤0.01% 89
+40
+82%
+$5.82K
$12.9K﹤0.01% 682
+546
+401%
+$10.4K
1 103104105106107177