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
$12.9K﹤0.01% 228
+177
+347%
+$10K
$12.9K﹤0.01% 148
-13
-8%
-$1.13K
$12.9K﹤0.01% 863
+768
+808%
+$11.4K
$12.8K﹤0.01% 1,169
+1,063
+1,003%
+$11.7K
$12.8K﹤0.01% 1,330
+684
+106%
+$6.59K
$12.8K﹤0.01% 260
+109
+72%
+$5.36K
$12.8K﹤0.01% 401––
$12.8K﹤0.01% 384––
$12.7K﹤0.01% 417
+376
+917%
+$11.5K
$12.7K﹤0.01% 494
+316
+178%
+$8.14K
$12.7K﹤0.01% 8,356
+7,210
+629%
+$11K
$12.7K﹤0.01% 273
+61
+29%
+$2.84K
$12.7K﹤0.01% 173
-3
-2%
-$220
$12.7K﹤0.01%
+271
 New
+$12.7K
$12.6K﹤0.01% 251
-1,255
-83%
-$63.2K
$12.6K﹤0.01% 386
-616
-61%
-$20.1K
$12.6K﹤0.01% 562
+483
+611%
+$10.8K
$12.6K﹤0.01% 530––
$12.5K﹤0.01% 878
+573
+188%
+$8.17K
$12.5K﹤0.01% 1,053
+838
+390%
+$9.96K
$12.5K﹤0.01% 496
+484
+4,033%
+$12.2K
$12.5K﹤0.01% 1,484
+1,152
+347%
+$9.7K
$12.5K﹤0.01% 226
+137
+154%
+$7.57K
$12.5K﹤0.01% 956
+763
+395%
+$9.96K
$12.4K﹤0.01% 389
+156
+67%
+$4.99K
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