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
$8.5K﹤0.01% 123
-149
-55%
-$10.3K
$8.46K﹤0.01% 101
+93
+1,163%
+$7.79K
$8.45K﹤0.01% 892
+700
+365%
+$6.63K
$8.44K﹤0.01% 1,306
+415
+47%
+$2.68K
$8.43K﹤0.01% 1,287
+643
+100%
+$4.21K
$8.42K﹤0.01% 105––
$8.42K﹤0.01% 893
+472
+112%
+$4.45K
$8.42K﹤0.01% 123
+37
+43%
+$2.53K
$8.42K﹤0.01% 2,058
+1,383
+205%
+$5.66K
$8.4K﹤0.01%
+522
 New
+$8.4K
$8.4K﹤0.01% 1,337
+617
+86%
+$3.88K
$8.4K﹤0.01% 372
+334
+879%
+$7.54K
$8.36K﹤0.01% 1,138
+124
+12%
+$911
$8.36K﹤0.01% 180
+16
+10%
+$743
$8.33K﹤0.01% 105––
$8.33K﹤0.01% 496
+471
+1,884%
+$7.91K
$8.33K﹤0.01% 2,306
+2,300
+38,333%
+$8.3K
$8.32K﹤0.01% 30
-168
-85%
-$46.6K
$8.31K﹤0.01% 376
+65
+21%
+$1.44K
$8.3K﹤0.01% 110
-37
-25%
-$2.79K
$8.3K﹤0.01% 786––
$8.3K﹤0.01% 880
-280
-24%
-$2.64K
$8.3K﹤0.01% 770
+103
+15%
+$1.11K
$8.29K﹤0.01% 98
-61
-38%
-$5.16K
$8.27K﹤0.01% 2,903
+2,485
+595%
+$7.08K
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