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
$150﹤0.01% 20
-72
-78%
-$540
$148﹤0.01%
+6
 New
+$148
$148﹤0.01%
+10
 New
+$148
$147﹤0.01%
+9
 New
+$147
$144﹤0.01%
+4
 New
+$144
$144﹤0.01% 860
+578
+205%
+$97
$143﹤0.01% 74
+64
+640%
+$124
$143﹤0.01%
+15
 New
+$143
$143﹤0.01% 38
-471
-93%
-$1.77K
$141﹤0.01%
+7
 New
+$141
$139﹤0.01% 80
-103
-56%
-$179
$139﹤0.01% 11
-35
-76%
-$442
$139﹤0.01%
+154
 New
+$139
$136﹤0.01%
+8
 New
+$136
$135﹤0.01% 28
+10
+56%
+$48
$135﹤0.01%
+23
 New
+$135
$135﹤0.01%
+36
 New
+$135
$134﹤0.01%
+8
 New
+$134
$133﹤0.01% 19
+6
+46%
+$42
$133﹤0.01%
+14
 New
+$133
$133﹤0.01%
+3
 New
+$133
$132﹤0.01% 234
-714
-75%
-$403
$132﹤0.01% 8
-22
-73%
-$363
$130﹤0.01%
+3
 New
+$130
$130﹤0.01%
+21
 New
+$130
1 149150151152153170