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
$4.43K﹤0.01% 52
-19,344
-100%
-$1.65M
$4.41K﹤0.01% 219
-169
-44%
-$3.4K
$4.4K﹤0.01% 131
+123
+1,538%
+$4.13K
$4.38K﹤0.01% 316
+152
+93%
+$2.11K
$4.37K﹤0.01% 220
+187
+567%
+$3.72K
$4.37K﹤0.01% 2,041
+1,654
+427%
+$3.54K
$4.36K﹤0.01% 206
+186
+930%
+$3.94K
$4.34K﹤0.01% 2,272
+1,809
+391%
+$3.46K
$4.33K﹤0.01% 462
+57
+14%
+$535
$4.33K﹤0.01%
+1,874
 New
+$4.33K
$4.33K﹤0.01% 2,218
+804
+57%
+$1.57K
$4.32K﹤0.01% 474
-1,232
-72%
-$11.2K
$4.3K﹤0.01% 257––
$4.28K﹤0.01% 400––
$4.28K﹤0.01% 83
+39
+89%
+$2.01K
$4.26K﹤0.01% 31
-24
-44%
-$3.3K
$4.24K﹤0.01% 136
+112
+467%
+$3.49K
$4.24K﹤0.01%
+360
 New
+$4.24K
$4.24K﹤0.01% 892
-146
-14%
-$694
$4.22K﹤0.01% 10
+5
+100%
+$2.11K
$4.22K﹤0.01% 493
-469
-49%
-$4.01K
$4.21K﹤0.01% 360
-177
-33%
-$2.07K
$4.17K﹤0.01% 1,064
+907
+578%
+$3.56K
$4.17K﹤0.01% 817
+565
+224%
+$2.88K
$4.16K﹤0.01% 75
+66
+733%
+$3.66K
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