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
$11.5K﹤0.01% 620
+607
+4,669%
+$11.3K
$11.5K﹤0.01% 269
+185
+220%
+$7.92K
$11.5K﹤0.01% 240
-24
-9%
-$1.15K
$11.5K﹤0.01% 221
+138
+166%
+$7.19K
$11.5K﹤0.01%
+276
 New
+$11.5K
$11.5K﹤0.01% 168
-23
-12%
-$1.58K
$11.5K﹤0.01% 4,060
+3,235
+392%
+$9.15K
$11.5K﹤0.01% 1,262
-8
-0.6%
-$73
$11.5K﹤0.01% 688
+401
+140%
+$6.69K
$11.5K﹤0.01%
+301
 New
+$11.5K
$11.5K﹤0.01% 138
+133
+2,660%
+$11.1K
$11.4K﹤0.01% 290
+287
+9,567%
+$11.3K
$11.4K﹤0.01%
+408
 New
+$11.4K
$11.4K﹤0.01% 74
+41
+124%
+$6.32K
$11.4K﹤0.01% 783
+139
+22%
+$2.02K
$11.4K﹤0.01% 2,160
+1,447
+203%
+$7.63K
$11.4K﹤0.01% 901
+880
+4,190%
+$11.1K
$11.4K﹤0.01% 301––
$11.4K﹤0.01% 744
+618
+490%
+$9.44K
$11.3K﹤0.01% 286
+283
+9,433%
+$11.2K
$11.3K﹤0.01% 144
+101
+235%
+$7.9K
$11.3K﹤0.01% 1,509
+929
+160%
+$6.93K
$11.3K﹤0.01% 512
+461
+904%
+$10.1K
$11.2K﹤0.01% 74
+68
+1,133%
+$10.3K
$11.2K﹤0.01% 292
+122
+72%
+$4.7K
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