EWA

EverSource Wealth Advisors Portfolio holdings

AUM $1.82B
This Quarter Return
-0.96%
1 Year Return
+11.86%
3 Year Return
+33.73%
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
$575K0.03% 108,629
+108,514
+94,360%
+$574K
$566K0.03% 11,277
-402
-3%
-$20.2K
$562K0.03% 1,284
+232
+22%
+$102K
$562K0.03% 3,670
-83
-2%
-$12.7K
$561K0.03% 4,228
+24
+0.6%
+$3.19K
$561K0.03% 20,848
-1,312
-6%
-$35.3K
$556K0.03% 8,195
+3,228
+65%
+$219K
$554K0.03% 13,062––
$553K0.03% 1,143
+111
+11%
+$53.7K
$551K0.03% 9,153
+2,286
+33%
+$138K
$550K0.03% 6,517
+220
+3%
+$18.6K
$546K0.03% 3,842
+746
+24%
+$106K
$546K0.03% 6,390
+1,261
+25%
+$108K
$544K0.03% 1,064
+362
+52%
+$185K
$543K0.03% 10,551
+8,232
+355%
+$424K
$542K0.03% 891
+207
+30%
+$126K
$536K0.03% 39,389
-11,635
-23%
-$158K
$536K0.03% 12,915
-10,139
-44%
-$420K
$532K0.03% 2,593
+153
+6%
+$31.4K
$529K0.03% 962
+211
+28%
+$116K
$528K0.03% 1,613
+72
+5%
+$23.6K
$526K0.03% 285
-35
-11%
-$64.5K
$525K0.03% 9,520
+554
+6%
+$30.5K
$523K0.03% 851
+250
+42%
+$154K
$520K0.03% 8,362
+386
+5%
+$24K
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