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
$199﹤0.01%
+17
 New
+$199
$199﹤0.01%
+37
 New
+$199
$195﹤0.01% 82
+75
+1,071%
+$178
$195﹤0.01%
+44
 New
+$195
$194﹤0.01%
+6
 New
+$194
$193﹤0.01% 95
+87
+1,088%
+$177
$190﹤0.01%
+4
 New
+$190
$190﹤0.01%
+327
 New
+$190
$189﹤0.01% 4
+2
+100%
+$95
$189﹤0.01% 509
+350
+220%
+$130
$189﹤0.01%
+23
 New
+$189
$187﹤0.01% 7
+2
+40%
+$53
$187﹤0.01% 147
+128
+674%
+$163
$184﹤0.01% 15
+11
+275%
+$135
$182﹤0.01%
+15
 New
+$182
$180﹤0.01% 47
-225
-83%
-$862
$178﹤0.01% 62
+26
+72%
+$75
$176﹤0.01%
+100
 New
+$176
$176﹤0.01%
+63
 New
+$176
$175﹤0.01%
+8
 New
+$175
$175﹤0.01%
+7
 New
+$175
$174﹤0.01%
+3
 New
+$174
$174﹤0.01%
+44
 New
+$174
$172﹤0.01% 17
+8
+89%
+$81
$170﹤0.01%
+22
 New
+$170
1 147148149150151170