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
$128﹤0.01%
+18
 New
+$128
$127﹤0.01%
+6
 New
+$127
$126﹤0.01%
+5
 New
+$126
$126﹤0.01%
+35
 New
+$126
$125﹤0.01%
+90
 New
+$125
$125﹤0.01%
+3
 New
+$125
$124﹤0.01% 145
+45
+45%
+$38
$124﹤0.01% 9
+7
+350%
+$96
$123﹤0.01%
+8
 New
+$123
$123﹤0.01% 12
-14
-54%
-$144
$121﹤0.01% 42––
$121﹤0.01%
+4
 New
+$121
$121﹤0.01% 15
-19
-56%
-$153
$121﹤0.01% 13
+11
+550%
+$102
$120﹤0.01%
+31
 New
+$120
$120﹤0.01% 2
-50
-96%
-$3K
$120﹤0.01%
+14
 New
+$120
$120﹤0.01%
+11
 New
+$120
$119﹤0.01% 16––
$119﹤0.01% 2
-1
-33%
-$60
$118﹤0.01%
+104
 New
+$118
$118﹤0.01% 4
-72
-95%
-$2.12K
$118﹤0.01% 15
-6
-29%
-$47
$117﹤0.01%
+3
 New
+$117
$117﹤0.01%
+4
 New
+$117
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