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
$429﹤0.01% 930
+898
+2,806%
+$414
$429﹤0.01% 62
+52
+520%
+$360
$428﹤0.01% 27
+26
+2,600%
+$412
$428﹤0.01% 276
-100
-27%
-$155
$426﹤0.01% 27––
$426﹤0.01%
+198
 New
+$426
$426﹤0.01% 13
-3
-19%
-$98
$426﹤0.01%
+819
 New
+$426
$425﹤0.01% 80
+43
+116%
+$228
$419﹤0.01% 158
+108
+216%
+$286
$419﹤0.01%
+12
 New
+$419
$418﹤0.01%
+144
 New
+$418
$418﹤0.01%
+86
 New
+$418
$418﹤0.01% 23
+13
+130%
+$236
$417﹤0.01%
+11
 New
+$417
$416﹤0.01% 32
+27
+540%
+$351
$414﹤0.01% 5
-7,257
-100%
-$601K
$413﹤0.01%
+66
 New
+$413
$412﹤0.01% 45
+37
+463%
+$339
$412﹤0.01% 91
+76
+507%
+$344
$410﹤0.01% 75
+72
+2,400%
+$394
$408﹤0.01% 10––
$408﹤0.01% 82
-75
-48%
-$373
$407﹤0.01%
+5
 New
+$407
$403﹤0.01%
+21
 New
+$403
1 139140141142143170