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
$505﹤0.01%
+145
 New
+$505
$504﹤0.01% 10––
$502﹤0.01% 128
+66
+106%
+$259
$501﹤0.01% 22––
$501﹤0.01% 234––
$500﹤0.01% 27
+22
+440%
+$407
$499﹤0.01% 169
-22
-12%
-$65
$496﹤0.01%
+10
 New
+$496
$494﹤0.01% 52
+10
+24%
+$95
$493﹤0.01%
+61
 New
+$493
$490﹤0.01%
+20
 New
+$490
$487﹤0.01% 10
-683
-99%
-$33.3K
$487﹤0.01% 6––
$486﹤0.01% 187
+55
+42%
+$143
$485﹤0.01% 110
+68
+162%
+$300
$483﹤0.01% 239
+172
+257%
+$348
$483﹤0.01%
+88
 New
+$483
$478﹤0.01% 2
-91
-98%
-$21.7K
$475﹤0.01%
+18
 New
+$475
$474﹤0.01% 17––
$474﹤0.01%
+484
 New
+$474
$472﹤0.01% 26
-346
-93%
-$6.28K
$469﹤0.01% 20
+16
+400%
+$375
$468﹤0.01% 25
-70
-74%
-$1.31K
$468﹤0.01%
+22
 New
+$468
1 137138139140141170