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
$116﹤0.01% 4
+3
+300%
+$87
$116﹤0.01%
+71
 New
+$116
$115﹤0.01%
+8
 New
+$115
$115﹤0.01% 4
-12
-75%
-$345
$115﹤0.01%
+14
 New
+$115
$114﹤0.01% 19
+2
+12%
+$12
$114﹤0.01% 3
-3
-50%
-$114
$112﹤0.01%
+4
 New
+$112
$111﹤0.01%
+106
 New
+$111
$110﹤0.01% 13
-11
-46%
-$93
$108﹤0.01% 5
+3
+150%
+$65
$108﹤0.01% 8
+7
+700%
+$95
$107﹤0.01%
+9
 New
+$107
$107﹤0.01% 5––
$107﹤0.01% 38
+22
+138%
+$62
$105﹤0.01% 14
+9
+180%
+$68
$103﹤0.01%
+2
 New
+$103
$103﹤0.01% 113––
$103﹤0.01% 31
+10
+48%
+$33
$102﹤0.01%
+10
 New
+$102
$102﹤0.01%
+66
 New
+$102
$102﹤0.01%
+2
 New
+$102
$102﹤0.01% 14
-29
-67%
-$211
$101﹤0.01% 2––
$101﹤0.01% 2––
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