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
$7.86K﹤0.01% 187
-232
-55%
-$9.75K
$7.81K﹤0.01%
+583
 New
+$7.81K
$7.8K﹤0.01% 675
+508
+304%
+$5.87K
$7.8K﹤0.01% 1,548
+1,237
+398%
+$6.24K
$7.78K﹤0.01% 2,780
-849
-23%
-$2.38K
$7.78K﹤0.01% 497
+464
+1,406%
+$7.26K
$7.76K﹤0.01% 3,262
+3,159
+3,067%
+$7.52K
$7.74K﹤0.01% 1,791
+1,445
+418%
+$6.24K
$7.7K﹤0.01% 1,262
+1,174
+1,334%
+$7.16K
$7.69K﹤0.01%
+335
 New
+$7.69K
$7.63K﹤0.01% 412
-18
-4%
-$333
$7.62K﹤0.01% 388
+353
+1,009%
+$6.93K
$7.6K﹤0.01% 320––
$7.6K﹤0.01% 33
-45
-58%
-$10.4K
$7.59K﹤0.01% 327
+81
+33%
+$1.88K
$7.57K﹤0.01% 1,790
-1,243
-41%
-$5.26K
$7.48K﹤0.01% 188
+187
+18,700%
+$7.44K
$7.47K﹤0.01%
+536
 New
+$7.47K
$7.44K﹤0.01% 1,458
+1,416
+3,371%
+$7.22K
$7.44K﹤0.01% 2,037
+1,226
+151%
+$4.48K
$7.41K﹤0.01% 1,053
+725
+221%
+$5.1K
$7.39K﹤0.01% 352
+287
+442%
+$6.02K
$7.36K﹤0.01% 300
-45
-13%
-$1.1K
$7.35K﹤0.01% 78
+49
+169%
+$4.62K
$7.35K﹤0.01% 41
+29
+242%
+$5.2K
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