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
$6.21K﹤0.01% 346
-41
-11%
-$736
$6.2K﹤0.01% 389
-157
-29%
-$2.5K
$6.19K﹤0.01% 1,159
+823
+245%
+$4.39K
$6.13K﹤0.01% 134
+124
+1,240%
+$5.67K
$6.12K﹤0.01% 225
+3
+1%
+$82
$6.11K﹤0.01% 125––
$6.07K﹤0.01% 57
-55
-49%
-$5.86K
$6.05K﹤0.01% 1,780
+1,246
+233%
+$4.24K
$6.04K﹤0.01% 134
-345
-72%
-$15.6K
$6.03K﹤0.01% 238
+52
+28%
+$1.32K
$6.03K﹤0.01% 128
+127
+12,700%
+$5.98K
$6.02K﹤0.01% 676
+590
+686%
+$5.26K
$6.01K﹤0.01% 286
+264
+1,200%
+$5.55K
$6K﹤0.01% 630
+556
+751%
+$5.3K
$6K﹤0.01% 204––
$5.99K﹤0.01%
+2,378
 New
+$5.99K
$5.96K﹤0.01% 117––
$5.96K﹤0.01% 1,722
+1,627
+1,713%
+$5.63K
$5.96K﹤0.01% 30
-144
-83%
-$28.6K
$5.95K﹤0.01% 399
+14
+4%
+$209
$5.95K﹤0.01% 259
+255
+6,375%
+$5.86K
$5.95K﹤0.01% 1,095
+429
+64%
+$2.33K
$5.94K﹤0.01%
+143
 New
+$5.94K
$5.94K﹤0.01% 107
-63
-37%
-$3.49K
$5.92K﹤0.01% 557
+208
+60%
+$2.21K
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