EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
This Quarter Return
-0.96%
1 Year Return
+22.38%
3 Year Return
+69.95%
5 Year Return
–
10 Year Return
–
AUM
$1.82B
AUM Growth
+$40.5M
Cap. Flow
+$80.8M
Cap. Flow %
4.44%
Top 10 Hldgs %
21.53%
Holding
4,235
New
475
Increased
2,208
Reduced
1,004
Closed
216

Top Buys

1
$12.6M
2
$9.67M
3
$8.73M
4
$7.03M
5
$6.4M

Top Sells

1
$8.98M
2
$8.13M
3
$5.93M
4
$4.42M
5
$4.42M

Sector Composition

1Technology11.03%
2Financials6.39%
3Consumer Discretionary5.91%
4Industrials3.43%
5Healthcare2.84%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$541﹤0.01% 426
+372
+689%
+$472
$540﹤0.01%
+99
 New
+$540
$539﹤0.01% 93
+54
+138%
+$313
$539﹤0.01%
+357
 New
+$539
$539﹤0.01% 31
+2
+7%
+$35
$536﹤0.01% 36
+27
+300%
+$402
$535﹤0.01%
+486
 New
+$535
$535﹤0.01% 794
+695
+702%
+$468
$531﹤0.01% 100
+99
+9,900%
+$526
$531﹤0.01% 21––
$526﹤0.01% 55––
$526﹤0.01% 88
+3
+4%
+$18
$525﹤0.01%
+25
 New
+$525
$524﹤0.01% 192
+73
+61%
+$199
$524﹤0.01% 345––
$523﹤0.01%
+155
 New
+$523
$522﹤0.01% 64
-102
-61%
-$832
$519﹤0.01%
+1,646
 New
+$519
$518﹤0.01% 80
-445
-85%
-$2.88K
$517﹤0.01% 446
-93
-17%
-$108
$517﹤0.01%
+372
 New
+$517
$515﹤0.01%
+28
 New
+$515
$513﹤0.01% 341
+225
+194%
+$338
$511﹤0.01% 74
+61
+469%
+$421
$511﹤0.01% 8
+4
+100%
+$256
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