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
$4.69K﹤0.01% 329
+74
+29%
+$1.05K
$4.68K﹤0.01% 79
-9
-10%
-$533
$4.67K﹤0.01% 426
+375
+735%
+$4.11K
$4.64K﹤0.01% 87
+17
+24%
+$907
$4.64K﹤0.01% 821
+722
+729%
+$4.08K
$4.6K﹤0.01% 77
+53
+221%
+$3.17K
$4.6K﹤0.01% 346
-44
-11%
-$585
$4.59K﹤0.01% 283
+40
+16%
+$649
$4.58K﹤0.01% 225
+148
+192%
+$3.01K
$4.57K﹤0.01% 169––
$4.57K﹤0.01% 3,217
+2,265
+238%
+$3.22K
$4.55K﹤0.01% 507
+158
+45%
+$1.42K
$4.55K﹤0.01% 100––
$4.54K﹤0.01% 53––
$4.53K﹤0.01%
+906
 New
+$4.53K
$4.51K﹤0.01% 782
+385
+97%
+$2.22K
$4.51K﹤0.01% 1,172
+1,022
+681%
+$3.94K
$4.5K﹤0.01% 746
+164
+28%
+$989
$4.49K﹤0.01% 182
+36
+25%
+$888
$4.48K﹤0.01% 91
+36
+65%
+$1.77K
$4.47K﹤0.01% 129
+1
+0.8%
+$35
$4.46K﹤0.01% 356
+354
+17,700%
+$4.44K
$4.45K﹤0.01% 72––
$4.45K﹤0.01% 427
+268
+169%
+$2.79K
$4.44K﹤0.01% 423
+413
+4,130%
+$4.34K
1 126127128129130177