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
$7.33K﹤0.01% 200––
$7.29K﹤0.01% 585
+533
+1,025%
+$6.64K
$7.28K﹤0.01% 245
+23
+10%
+$683
$7.27K﹤0.01% 680
-596
-47%
-$6.38K
$7.27K﹤0.01% 86
+57
+197%
+$4.82K
$7.26K﹤0.01% 40
+20
+100%
+$3.63K
$7.2K﹤0.01% 32––
$7.19K﹤0.01% 258
+202
+361%
+$5.63K
$7.13K﹤0.01% 134
+58
+76%
+$3.09K
$7.13K﹤0.01% 170
-213
-56%
-$8.93K
$7.11K﹤0.01% 165
+1
+0.6%
+$43
$7.1K﹤0.01% 328––
$7.1K﹤0.01% 273
+129
+90%
+$3.35K
$7.09K﹤0.01% 317
-22
-6%
-$492
$7.09K﹤0.01%
+360
 New
+$7.09K
$7.07K﹤0.01% 482
+182
+61%
+$2.67K
$7.05K﹤0.01% 150
+46
+44%
+$2.16K
$7.04K﹤0.01%
+509
 New
+$7.04K
$7.04K﹤0.01% 4,992
+3,446
+223%
+$4.86K
$7.04K﹤0.01% 1,250
+1,206
+2,741%
+$6.79K
$6.99K﹤0.01% 175
+139
+386%
+$5.56K
$6.99K﹤0.01% 270––
$6.98K﹤0.01% 208
+174
+512%
+$5.84K
$6.98K﹤0.01%
+381
 New
+$6.98K
$6.98K﹤0.01% 988
-54
-5%
-$381
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