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
$3.68K﹤0.01% 181
+55
+44%
+$1.12K
$3.65K﹤0.01% 176––
$3.61K﹤0.01% 262
+250
+2,083%
+$3.45K
$3.6K﹤0.01% 166––
$3.59K﹤0.01% 79
-29
-27%
-$1.32K
$3.59K﹤0.01% 459
+211
+85%
+$1.65K
$3.57K﹤0.01% 613
+338
+123%
+$1.97K
$3.57K﹤0.01% 1,564
-4,548
-74%
-$10.4K
$3.56K﹤0.01% 736
+705
+2,274%
+$3.41K
$3.55K﹤0.01% 862
+798
+1,247%
+$3.29K
$3.54K﹤0.01% 255
+103
+68%
+$1.43K
$3.53K﹤0.01% 2,677
+397
+17%
+$524
$3.53K﹤0.01% 106
-16
-13%
-$533
$3.53K﹤0.01%
+170
 New
+$3.53K
$3.52K﹤0.01% 982
+366
+59%
+$1.31K
$3.52K﹤0.01% 225
+67
+42%
+$1.05K
$3.48K﹤0.01% 171
-1,267
-88%
-$25.8K
$3.47K﹤0.01%
+847
 New
+$3.47K
$3.46K﹤0.01% 408
-251
-38%
-$2.13K
$3.46K﹤0.01% 89
-57
-39%
-$2.21K
$3.42K﹤0.01% 36
+27
+300%
+$2.57K
$3.39K﹤0.01% 309
+174
+129%
+$1.91K
$3.39K﹤0.01% 502
+110
+28%
+$743
$3.38K﹤0.01% 234
-175
-43%
-$2.53K
$3.37K﹤0.01% 365––
1 130131132133134177