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
$3.88K﹤0.01% 100
-100
-50%
-$3.88K
$3.84K﹤0.01% 841
+500
+147%
+$2.29K
$3.83K﹤0.01% 58
+1
+2%
+$66
$3.82K﹤0.01% 313
+133
+74%
+$1.62K
$3.81K﹤0.01% 72
+62
+620%
+$3.28K
$3.81K﹤0.01% 325
+200
+160%
+$2.35K
$3.81K﹤0.01% 167
-41
-20%
-$936
$3.81K﹤0.01% 260
+186
+251%
+$2.72K
$3.81K﹤0.01% 134
+84
+168%
+$2.39K
$3.79K﹤0.01% 641
+518
+421%
+$3.07K
$3.79K﹤0.01% 312
+291
+1,386%
+$3.54K
$3.79K﹤0.01% 58
+41
+241%
+$2.68K
$3.78K﹤0.01% 557
+404
+264%
+$2.74K
$3.78K﹤0.01% 349
+346
+11,533%
+$3.74K
$3.77K﹤0.01% 458
+433
+1,732%
+$3.56K
$3.76K﹤0.01% 55
+54
+5,400%
+$3.69K
$3.73K﹤0.01% 794
-360
-31%
-$1.69K
$3.73K﹤0.01% 158
+153
+3,060%
+$3.61K
$3.72K﹤0.01% 35
+14
+67%
+$1.49K
$3.71K﹤0.01% 330
-56
-15%
-$630
$3.71K﹤0.01% 1,360
+860
+172%
+$2.35K
$3.71K﹤0.01% 77
-46
-37%
-$2.22K
$3.7K﹤0.01% 98
+3
+3%
+$113
$3.68K﹤0.01% 375
-235
-39%
-$2.31K
$3.68K﹤0.01% 371
+252
+212%
+$2.5K
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