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
$228﹤0.01% 10
-6
-38%
-$137
$227﹤0.01%
+8
 New
+$227
$225﹤0.01% 41
+26
+173%
+$143
$224﹤0.01% 13––
$223﹤0.01% 3––
$223﹤0.01%
+11
 New
+$223
$221﹤0.01% 275
-186
-40%
-$149
$218﹤0.01%
+26
 New
+$218
$218﹤0.01% 17
+9
+113%
+$115
$218﹤0.01%
+12
 New
+$218
$217﹤0.01% 28
+25
+833%
+$194
$216﹤0.01% 6
-9
-60%
-$324
$215﹤0.01%
+38
 New
+$215
$215﹤0.01% 14
+8
+133%
+$123
$211﹤0.01%
+18
 New
+$211
$211﹤0.01% 27
-250
-90%
-$1.95K
$209﹤0.01% 13
+11
+550%
+$177
$207﹤0.01% 42
-444
-91%
-$2.19K
$205﹤0.01%
+74
 New
+$205
$205﹤0.01%
+20
 New
+$205
$204﹤0.01% 15
+9
+150%
+$122
$204﹤0.01%
+12
 New
+$204
$203﹤0.01%
+12
 New
+$203
$200﹤0.01% 8
-34
-81%
-$850
$199﹤0.01%
+23
 New
+$199
1 146147148149150170