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
$12.4K﹤0.01% 454
+435
+2,289%
+$11.9K
$12.4K﹤0.01% 886
+491
+124%
+$6.87K
$12.4K﹤0.01% 573
+553
+2,765%
+$12K
$12.4K﹤0.01% 3,434
+1,027
+43%
+$3.71K
$12.4K﹤0.01% 100––
$12.4K﹤0.01% 485
+6
+1%
+$153
$12.3K﹤0.01% 1,976
+1,861
+1,618%
+$11.6K
$12.3K﹤0.01% 613
+203
+50%
+$4.07K
$12.3K﹤0.01% 430
+404
+1,554%
+$11.5K
$12.3K﹤0.01% 2,374
+2,055
+644%
+$10.6K
$12.2K﹤0.01% 512
+425
+489%
+$10.1K
$12.2K﹤0.01% 1,394
+1,089
+357%
+$9.54K
$12.2K﹤0.01% 214
+77
+56%
+$4.39K
$12.2K﹤0.01% 74
+36
+95%
+$5.93K
$12.1K﹤0.01% 531
+244
+85%
+$5.57K
$12.1K﹤0.01%
+1,581
 New
+$12.1K
$12.1K﹤0.01% 1,427
+959
+205%
+$8.13K
$12.1K﹤0.01%
+440
 New
+$12.1K
$12.1K﹤0.01%
+526
 New
+$12.1K
$12K﹤0.01% 364
-65
-15%
-$2.15K
$12K﹤0.01% 1,302––
$12K﹤0.01% 401
+398
+13,267%
+$11.9K
$12K﹤0.01% 316––
$12K﹤0.01% 275
-153
-36%
-$6.68K
$12K﹤0.01% 579
-4
-0.7%
-$83
1 105106107108109177