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
$4.98K﹤0.01% 973
+261
+37%
+$1.34K
$4.95K﹤0.01% 27
+16
+145%
+$2.93K
$4.94K﹤0.01% 77
-130
-63%
-$8.35K
$4.93K﹤0.01% 124
+13
+12%
+$517
$4.91K﹤0.01% 47
+15
+47%
+$1.57K
$4.91K﹤0.01% 2,710
+2,213
+445%
+$4.01K
$4.9K﹤0.01% 360
-43
-11%
-$586
$4.89K﹤0.01% 325
-438
-57%
-$6.59K
$4.85K﹤0.01% 261
+209
+402%
+$3.89K
$4.84K﹤0.01%
+998
 New
+$4.84K
$4.84K﹤0.01% 923
-71
-7%
-$372
$4.83K﹤0.01% 357
+341
+2,131%
+$4.61K
$4.81K﹤0.01%
+225
 New
+$4.81K
$4.8K﹤0.01%
+524
 New
+$4.8K
$4.79K﹤0.01%
+1,285
 New
+$4.79K
$4.79K﹤0.01% 49
+45
+1,125%
+$4.4K
$4.78K﹤0.01% 307
-39
-11%
-$607
$4.77K﹤0.01%
+112
 New
+$4.77K
$4.76K﹤0.01%
+661
 New
+$4.76K
$4.75K﹤0.01% 2,764
-2,131
-44%
-$3.67K
$4.74K﹤0.01% 89
-400
-82%
-$21.3K
$4.73K﹤0.01% 167
+101
+153%
+$2.86K
$4.73K﹤0.01%
+29
 New
+$4.73K
$4.7K﹤0.01% 198
+188
+1,880%
+$4.47K
$4.7K﹤0.01% 433
+300
+226%
+$3.26K
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