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
$10.7K﹤0.01% 1,249
+1,115
+832%
+$9.59K
$10.7K﹤0.01% 298
+286
+2,383%
+$10.3K
$10.7K﹤0.01% 931
+798
+600%
+$9.19K
$10.7K﹤0.01% 178
+168
+1,680%
+$10.1K
$10.7K﹤0.01% 298
+268
+893%
+$9.58K
$10.6K﹤0.01% 679
+583
+607%
+$9.13K
$10.6K﹤0.01% 316
+87
+38%
+$2.93K
$10.6K﹤0.01% 410
-100
-20%
-$2.59K
$10.6K﹤0.01% 110––
$10.6K﹤0.01% 442
+235
+114%
+$5.62K
$10.6K﹤0.01% 1,306
+915
+234%
+$7.4K
$10.6K﹤0.01% 381
+326
+593%
+$9.04K
$10.5K﹤0.01% 41––
$10.5K﹤0.01%
+515
 New
+$10.5K
$10.5K﹤0.01% 1,277
+983
+334%
+$8.07K
$10.4K﹤0.01% 945
-80
-8%
-$882
$10.4K﹤0.01% 272
+3
+1%
+$115
$10.4K﹤0.01% 72
+50
+227%
+$7.21K
$10.4K﹤0.01%
+471
 New
+$10.4K
$10.3K﹤0.01% 2,891
+2,890
+289,000%
+$10.3K
$10.3K﹤0.01% 389––
$10.3K﹤0.01% 235
+202
+612%
+$8.88K
$10.3K﹤0.01% 1,249––
$10.3K﹤0.01% 880
+743
+542%
+$8.7K
$10.3K﹤0.01% 1,644
+1,288
+362%
+$8.04K
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