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
$9.53K﹤0.01%
+963
 New
+$9.53K
$9.52K﹤0.01% 373
+175
+88%
+$4.46K
$9.5K﹤0.01% 92
+29
+46%
+$3K
$9.49K﹤0.01% 100––
$9.48K﹤0.01% 255
+1
+0.4%
+$37
$9.45K﹤0.01% 569
+513
+916%
+$8.52K
$9.43K﹤0.01% 3,641
+176
+5%
+$456
$9.41K﹤0.01%
+378
 New
+$9.41K
$9.41K﹤0.01% 98––
$9.4K﹤0.01%
+2,223
 New
+$9.4K
$9.4K﹤0.01% 1,026––
$9.39K﹤0.01% 136
+134
+6,700%
+$9.25K
$9.38K﹤0.01%
+363
 New
+$9.38K
$9.38K﹤0.01% 221
+220
+22,000%
+$9.34K
$9.37K﹤0.01% 500––
$9.35K﹤0.01% 346
-15,604
-98%
-$422K
$9.34K﹤0.01% 3,553
+3,101
+686%
+$8.16K
$9.34K﹤0.01% 3,421
+2,261
+195%
+$6.17K
$9.33K﹤0.01% 409
+387
+1,759%
+$8.83K
$9.32K﹤0.01% 395
+173
+78%
+$4.08K
$9.3K﹤0.01% 99––
$9.29K﹤0.01% 212
+59
+39%
+$2.59K
$9.27K﹤0.01% 200––
$9.26K﹤0.01% 157
+145
+1,208%
+$8.55K
$9.25K﹤0.01% 1,096
+581
+113%
+$4.9K
1 112113114115116177