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
$12K﹤0.01% 500
+262
+110%
+$6.28K
$11.9K﹤0.01% 808
+800
+10,000%
+$11.8K
$11.9K﹤0.01% 194
+34
+21%
+$2.09K
$11.9K﹤0.01%
+380
 New
+$11.9K
$11.9K﹤0.01% 424
+345
+437%
+$9.69K
$11.9K﹤0.01% 1,744
+1,512
+652%
+$10.3K
$11.9K﹤0.01% 119
+118
+11,800%
+$11.8K
$11.9K﹤0.01% 1,693
+1,508
+815%
+$10.6K
$11.8K﹤0.01% 228
+212
+1,325%
+$11K
$11.8K﹤0.01%
+1,001
 New
+$11.8K
$11.8K﹤0.01% 832
-322
-28%
-$4.57K
$11.8K﹤0.01% 740
+675
+1,038%
+$10.7K
$11.8K﹤0.01% 356
+306
+612%
+$10.1K
$11.8K﹤0.01%
+1,454
 New
+$11.8K
$11.7K﹤0.01% 251
+39
+18%
+$1.82K
$11.7K﹤0.01% 417
+242
+138%
+$6.8K
$11.7K﹤0.01%
+18,050
 New
+$11.7K
$11.7K﹤0.01% 530
+370
+231%
+$8.14K
$11.6K﹤0.01% 826
+154
+23%
+$2.17K
$11.6K﹤0.01% 741
-765
-51%
-$12K
$11.6K﹤0.01%
+665
 New
+$11.6K
$11.6K﹤0.01% 497––
$11.6K﹤0.01% 6,968
+5,926
+569%
+$9.84K
$11.6K﹤0.01%
+402
 New
+$11.6K
$11.5K﹤0.01% 475
+3
+0.6%
+$73
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