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
$11.2K﹤0.01% 2,242
+2,175
+3,246%
+$10.9K
$11.1K﹤0.01% 379
+289
+321%
+$8.5K
$11.1K﹤0.01%
+669
 New
+$11.1K
$11.1K﹤0.01% 830
-9
-1%
-$121
$11.1K﹤0.01% 190––
$11.1K﹤0.01% 602
+18
+3%
+$331
$11K﹤0.01% 503
+442
+725%
+$9.69K
$11K﹤0.01% 533
+109
+26%
+$2.25K
$11K﹤0.01% 983
+118
+14%
+$1.32K
$11K﹤0.01% 237
+196
+478%
+$9.1K
$11K﹤0.01%
+336
 New
+$11K
$11K﹤0.01% 336––
$11K﹤0.01% 160
+82
+105%
+$5.62K
$10.9K﹤0.01% 327
+149
+84%
+$4.98K
$10.9K﹤0.01% 300––
$10.9K﹤0.01% 385
+279
+263%
+$7.92K
$10.9K﹤0.01% 117
+7
+6%
+$653
$10.9K﹤0.01% 106
+77
+266%
+$7.91K
$10.9K﹤0.01% 649
-212
-25%
-$3.55K
$10.8K﹤0.01% 39
-14
-26%
-$3.89K
$10.8K﹤0.01% 664
+376
+131%
+$6.14K
$10.8K﹤0.01%
+508
 New
+$10.8K
$10.8K﹤0.01% 199
+58
+41%
+$3.15K
$10.8K﹤0.01% 656
+19
+3%
+$313
$10.8K﹤0.01% 2,540
+832
+49%
+$3.54K
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