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
$6.97K﹤0.01%
+580
 New
+$6.97K
$6.97K﹤0.01% 652
+96
+17%
+$1.03K
$6.97K﹤0.01% 456
+288
+171%
+$4.4K
$6.97K﹤0.01% 334––
$6.97K﹤0.01% 394
+386
+4,825%
+$6.83K
$6.95K﹤0.01% 648
+312
+93%
+$3.35K
$6.95K﹤0.01%
+3,143
 New
+$6.95K
$6.94K﹤0.01% 70
-36
-34%
-$3.57K
$6.93K﹤0.01% 427
+403
+1,679%
+$6.54K
$6.92K﹤0.01% 83
-269
-76%
-$22.4K
$6.85K﹤0.01% 104
+86
+478%
+$5.66K
$6.83K﹤0.01% 668
-518
-44%
-$5.29K
$6.81K﹤0.01% 5,155
+4,281
+490%
+$5.65K
$6.79K﹤0.01% 50
+22
+79%
+$2.99K
$6.79K﹤0.01% 185
+134
+263%
+$4.92K
$6.78K﹤0.01% 927
+598
+182%
+$4.37K
$6.77K﹤0.01% 150
-916
-86%
-$41.4K
$6.77K﹤0.01% 694
+679
+4,527%
+$6.63K
$6.77K﹤0.01% 483
+246
+104%
+$3.45K
$6.77K﹤0.01%
+43
 New
+$6.77K
$6.76K﹤0.01% 294
+103
+54%
+$2.37K
$6.76K﹤0.01% 701
+278
+66%
+$2.68K
$6.74K﹤0.01% 87
-15
-15%
-$1.16K
$6.7K﹤0.01% 218
-109
-33%
-$3.35K
$6.69K﹤0.01%
+107
 New
+$6.69K
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