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
$8.74K﹤0.01% 1,008
+835
+483%
+$7.24K
$8.73K﹤0.01% 4,135
+2,739
+196%
+$5.78K
$8.72K﹤0.01% 1,153
+1,013
+724%
+$7.66K
$8.72K﹤0.01% 336
+258
+331%
+$6.69K
$8.7K﹤0.01% 1,294
-747
-37%
-$5.02K
$8.68K﹤0.01% 199––
$8.64K﹤0.01% 76
+32
+73%
+$3.64K
$8.63K﹤0.01% 1,199
+1,186
+9,123%
+$8.54K
$8.62K﹤0.01% 12,021
+11,388
+1,799%
+$8.17K
$8.59K﹤0.01% 585
+467
+396%
+$6.86K
$8.58K﹤0.01% 1,846
-363
-16%
-$1.69K
$8.58K﹤0.01% 175––
$8.58K﹤0.01% 554
+418
+307%
+$6.47K
$8.58K﹤0.01% 56––
$8.57K﹤0.01% 585
+132
+29%
+$1.93K
$8.55K﹤0.01% 1,252
+956
+323%
+$6.53K
$8.54K﹤0.01% 78––
$8.54K﹤0.01% 1,447
+92
+7%
+$543
$8.53K﹤0.01% 746
+246
+49%
+$2.81K
$8.53K﹤0.01% 2,487
+1,197
+93%
+$4.11K
$8.53K﹤0.01% 1,026
+1,011
+6,740%
+$8.4K
$8.52K﹤0.01%
+205
 New
+$8.52K
$8.52K﹤0.01% 471
+289
+159%
+$5.23K
$8.51K﹤0.01% 685
+444
+184%
+$5.52K
$8.51K﹤0.01%
+335
 New
+$8.51K
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