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
$3.1K﹤0.01% 2,442
+927
+61%
+$1.18K
$3.1K﹤0.01% 196
+31
+19%
+$490
$3.09K﹤0.01% 1,294
-1,670
-56%
-$3.99K
$3.09K﹤0.01% 57
-17
-23%
-$921
$3.07K﹤0.01% 111––
$3.07K﹤0.01% 838
+610
+268%
+$2.23K
$3.06K﹤0.01% 168
+73
+77%
+$1.33K
$3.06K﹤0.01% 4,046
+950
+31%
+$719
$3.05K﹤0.01% 671
+542
+420%
+$2.47K
$3.03K﹤0.01% 117
+20
+21%
+$519
$3.03K﹤0.01% 67
-12
-15%
-$542
$3.01K﹤0.01% 1,229
+1,216
+9,354%
+$2.98K
$3K﹤0.01% 766
+481
+169%
+$1.89K
$3K﹤0.01% 871
+850
+4,048%
+$2.93K
$2.99K﹤0.01%
+982
 New
+$2.99K
$2.98K﹤0.01% 68
+2
+3%
+$88
$2.97K﹤0.01% 143
+46
+47%
+$956
$2.96K﹤0.01% 292
+183
+168%
+$1.86K
$2.96K﹤0.01% 103
+32
+45%
+$921
$2.94K﹤0.01% 34
+4
+13%
+$346
$2.94K﹤0.01% 98
-105
-52%
-$3.15K
$2.94K﹤0.01% 1,768
+706
+66%
+$1.17K
$2.9K﹤0.01% 246
+94
+62%
+$1.11K
$2.9K﹤0.01% 504
+144
+40%
+$828
$2.9K﹤0.01%
+92
 New
+$2.9K
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