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
$5.63K﹤0.01% 178
+78
+78%
+$2.47K
$5.63K﹤0.01% 896
+848
+1,767%
+$5.33K
$5.63K﹤0.01% 92
+48
+109%
+$2.94K
$5.63K﹤0.01%
+1,182
 New
+$5.63K
$5.61K﹤0.01% 176––
$5.59K﹤0.01% 106
-1,118
-91%
-$59K
$5.56K﹤0.01% 311
+78
+33%
+$1.39K
$5.54K﹤0.01% 818
+519
+174%
+$3.51K
$5.54K﹤0.01% 807
-106
-12%
-$727
$5.51K﹤0.01% 139
-29
-17%
-$1.15K
$5.49K﹤0.01% 327
+144
+79%
+$2.42K
$5.48K﹤0.01%
+233
 New
+$5.48K
$5.48K﹤0.01% 100––
$5.48K﹤0.01% 291
-48
-14%
-$904
$5.47K﹤0.01% 146
-108
-43%
-$4.05K
$5.47K﹤0.01% 4,176
+4,029
+2,741%
+$5.28K
$5.43K﹤0.01% 1,067
+97
+10%
+$494
$5.43K﹤0.01% 320
-550
-63%
-$9.33K
$5.42K﹤0.01%
+199
 New
+$5.42K
$5.42K﹤0.01% 5,474
+3,912
+250%
+$3.87K
$5.36K﹤0.01% 397
-266
-40%
-$3.59K
$5.35K﹤0.01%
+936
 New
+$5.35K
$5.33K﹤0.01% 90––
$5.33K﹤0.01% 97
+47
+94%
+$2.58K
$5.33K﹤0.01% 198
+191
+2,729%
+$5.14K
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