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
$9.87K﹤0.01% 100
+43
+75%
+$4.24K
$9.87K﹤0.01% 339
+256
+308%
+$7.45K
$9.85K﹤0.01% 506––
$9.85K﹤0.01% 128––
$9.83K﹤0.01% 1,492
+428
+40%
+$2.82K
$9.83K﹤0.01% 288
+252
+700%
+$8.6K
$9.82K﹤0.01% 344
+122
+55%
+$3.48K
$9.82K﹤0.01% 265
+142
+115%
+$5.26K
$9.81K﹤0.01% 1,395
+1,202
+623%
+$8.45K
$9.77K﹤0.01% 522
+147
+39%
+$2.75K
$9.75K﹤0.01% 835
+812
+3,530%
+$9.48K
$9.75K﹤0.01% 492
+342
+228%
+$6.78K
$9.74K﹤0.01% 975
+760
+353%
+$7.59K
$9.73K﹤0.01%
+149
 New
+$9.73K
$9.72K﹤0.01% 961
-233
-20%
-$2.36K
$9.69K﹤0.01% 134
+115
+605%
+$8.32K
$9.68K﹤0.01% 1,423
+33
+2%
+$224
$9.66K﹤0.01%
+639
 New
+$9.66K
$9.63K﹤0.01% 348
+295
+557%
+$8.16K
$9.63K﹤0.01% 1,387
+120
+9%
+$833
$9.61K﹤0.01% 2,293
+2,246
+4,779%
+$9.41K
$9.59K﹤0.01% 1,128
+48
+4%
+$408
$9.57K﹤0.01% 559––
$9.56K﹤0.01% 338
+110
+48%
+$3.11K
$9.54K﹤0.01% 302
+178
+144%
+$5.63K
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