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
$4.16K﹤0.01% 26
+22
+550%
+$3.52K
$4.14K﹤0.01% 580
+509
+717%
+$3.64K
$4.14K﹤0.01% 64
-47
-42%
-$3.04K
$4.13K﹤0.01% 209
+134
+179%
+$2.65K
$4.13K﹤0.01% 353
+301
+579%
+$3.52K
$4.13K﹤0.01% 1,012
+584
+136%
+$2.38K
$4.11K﹤0.01% 65
+46
+242%
+$2.91K
$4.1K﹤0.01% 806
+496
+160%
+$2.53K
$4.1K﹤0.01% 141
+67
+91%
+$1.95K
$4.1K﹤0.01% 117––
$4.08K﹤0.01% 151
+39
+35%
+$1.05K
$4.04K﹤0.01% 15––
$4.03K﹤0.01% 369
-258
-41%
-$2.82K
$4.03K﹤0.01%
+176
 New
+$4.03K
$4.02K﹤0.01% 415
-40
-9%
-$388
$3.99K﹤0.01%
+292
 New
+$3.99K
$3.96K﹤0.01%
+37
 New
+$3.96K
$3.94K﹤0.01%
+129
 New
+$3.94K
$3.94K﹤0.01% 685
-24
-3%
-$138
$3.94K﹤0.01% 298
-24
-7%
-$317
$3.92K﹤0.01% 1,599
+1,376
+617%
+$3.37K
$3.9K﹤0.01% 279
+251
+896%
+$3.51K
$3.89K﹤0.01%
+103
 New
+$3.89K
$3.89K﹤0.01% 381
+340
+829%
+$3.47K
$3.88K﹤0.01% 247
-36
-13%
-$566
1 128129130131132177