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
$5.9K﹤0.01% 166––
$5.88K﹤0.01% 322
+1
+0.3%
+$18
$5.87K﹤0.01% 5––
$5.86K﹤0.01% 278
+93
+50%
+$1.96K
$5.85K﹤0.01% 68
+47
+224%
+$4.05K
$5.85K﹤0.01% 80
+76
+1,900%
+$5.56K
$5.84K﹤0.01% 557
+249
+81%
+$2.61K
$5.84K﹤0.01% 517
+199
+63%
+$2.25K
$5.82K﹤0.01% 717
+357
+99%
+$2.9K
$5.78K﹤0.01% 130––
$5.78K﹤0.01% 750––
$5.76K﹤0.01%
+1,740
 New
+$5.76K
$5.74K﹤0.01% 88
+46
+110%
+$3K
$5.74K﹤0.01% 305
+3
+1%
+$56
$5.72K﹤0.01% 255
+194
+318%
+$4.35K
$5.72K﹤0.01% 6,435
+5,616
+686%
+$4.99K
$5.71K﹤0.01% 61
+32
+110%
+$3K
$5.71K﹤0.01% 1,265
+1,221
+2,775%
+$5.51K
$5.7K﹤0.01% 157
+83
+112%
+$3.01K
$5.7K﹤0.01% 441
-78
-15%
-$1.01K
$5.69K﹤0.01% 168
+106
+171%
+$3.59K
$5.67K﹤0.01% 3,802
+1,558
+69%
+$2.32K
$5.67K﹤0.01% 162
+11
+7%
+$385
$5.66K﹤0.01% 360––
$5.64K﹤0.01% 830
+378
+84%
+$2.57K
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