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
$10.3K﹤0.01% 256
+222
+653%
+$8.89K
$10.2K﹤0.01% 2,191
+773
+55%
+$3.61K
$10.2K﹤0.01% 6,988
+2,311
+49%
+$3.37K
$10.2K﹤0.01% 419
+76
+22%
+$1.85K
$10.2K﹤0.01% 1,075
+921
+598%
+$8.71K
$10.2K﹤0.01% 208
+4
+2%
+$195
$10.2K﹤0.01% 237
+231
+3,850%
+$9.9K
$10.1K﹤0.01% 2,404
+188
+8%
+$793
$10.1K﹤0.01% 519
+306
+144%
+$5.98K
$10.1K﹤0.01% 333
+189
+131%
+$5.75K
$10.1K﹤0.01% 107
+95
+792%
+$8.99K
$10.1K﹤0.01% 908
+795
+704%
+$8.86K
$10.1K﹤0.01% 732
+467
+176%
+$6.45K
$10.1K﹤0.01% 275
-145,242
-100%
-$5.34M
$10.1K﹤0.01% 397
+391
+6,517%
+$9.94K
$10.1K﹤0.01% 545
+441
+424%
+$8.15K
$10.1K﹤0.01% 1,000––
$10K﹤0.01% 229
+152
+197%
+$6.67K
$10K﹤0.01% 416
-15
-3%
-$362
$10K﹤0.01% 617
+564
+1,064%
+$9.17K
$10K﹤0.01% 2,369
+1,778
+301%
+$7.52K
$9.95K﹤0.01% 422
+319
+310%
+$7.52K
$9.92K﹤0.01% 1,153
+1,061
+1,153%
+$9.12K
$9.91K﹤0.01%
+3,630
 New
+$9.91K
$9.9K﹤0.01% 2,000––
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