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
$170﹤0.01% 7
-34
-83%
-$826
$169﹤0.01%
+64
 New
+$169
$169﹤0.01%
+7
 New
+$169
$169﹤0.01%
+15
 New
+$169
$167﹤0.01% 139
+133
+2,217%
+$160
$166﹤0.01%
+25
 New
+$166
$164﹤0.01%
+127
 New
+$164
$160﹤0.01% 6
+1
+20%
+$27
$159﹤0.01% 19
-5
-21%
-$42
$159﹤0.01%
+7
 New
+$159
$158﹤0.01%
+12
 New
+$158
$157﹤0.01%
+12
 New
+$157
$155﹤0.01% 25
+8
+47%
+$50
$155﹤0.01% 5
-4
-44%
-$124
$155﹤0.01%
+5
 New
+$155
$155﹤0.01% 13
+3
+30%
+$36
$153﹤0.01% 10
+7
+233%
+$107
$153﹤0.01% 10
-69
-87%
-$1.06K
$152﹤0.01% 92
+90
+4,500%
+$149
$151﹤0.01%
+5
 New
+$151
$151﹤0.01% 4
-1
-20%
-$38
$151﹤0.01%
+8
 New
+$151
$151﹤0.01% 16
+1
+7%
+$9
$150﹤0.01% 4
-35
-90%
-$1.31K
$150﹤0.01% 55
+45
+450%
+$123
1 148149150151152170