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
$9.24K﹤0.01% 415––
$9.22K﹤0.01% 227
-66
-23%
-$2.68K
$9.21K﹤0.01% 4,748
+4,242
+838%
+$8.23K
$9.17K﹤0.01% 3,474
+3,231
+1,330%
+$8.53K
$9.11K﹤0.01% 187
+149
+392%
+$7.26K
$9.11K﹤0.01% 198
+195
+6,500%
+$8.97K
$9.09K﹤0.01% 394
+198
+101%
+$4.57K
$9.08K﹤0.01% 944
-721
-43%
-$6.94K
$9.08K﹤0.01%
+1,098
 New
+$9.08K
$9.04K﹤0.01%
+271
 New
+$9.04K
$9.04K﹤0.01% 133
+96
+259%
+$6.53K
$9.04K﹤0.01%
+549
 New
+$9.04K
$9.01K﹤0.01% 255
+55
+28%
+$1.94K
$8.99K﹤0.01% 700––
$8.96K﹤0.01% 68
-74
-52%
-$9.75K
$8.94K﹤0.01% 181
+178
+5,933%
+$8.79K
$8.9K﹤0.01% 379
+3
+0.8%
+$70
$8.85K﹤0.01% 2,472
+2,199
+805%
+$7.87K
$8.85K﹤0.01% 352
+245
+229%
+$6.16K
$8.84K﹤0.01%
+784
 New
+$8.84K
$8.83K﹤0.01% 758
+342
+82%
+$3.98K
$8.8K﹤0.01% 624
+613
+5,573%
+$8.64K
$8.77K﹤0.01% 111
+110
+11,000%
+$8.69K
$8.76K﹤0.01% 169––
$8.75K﹤0.01% 574
+537
+1,451%
+$8.19K
1 113114115116117177