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
$101﹤0.01% 10
-32
-76%
-$323
$98﹤0.01%
+14
 New
+$98
$98﹤0.01%
+5
 New
+$98
$98﹤0.01%
+4
 New
+$98
$97﹤0.01% 26
+23
+767%
+$86
$96﹤0.01% 40
-8
-17%
-$19
$96﹤0.01% 32
-2
-6%
-$6
$95﹤0.01% 95
+92
+3,067%
+$92
$95﹤0.01% 13
-133
-91%
-$972
$94﹤0.01% 107
+102
+2,040%
+$90
$91﹤0.01% 14––
$91﹤0.01% 1
-7
-88%
-$637
$90﹤0.01%
+20
 New
+$90
$89﹤0.01% 25––
$89﹤0.01%
+3
 New
+$89
$88﹤0.01% 1
-4
-80%
-$352
$86﹤0.01% 10
+6
+150%
+$52
$86﹤0.01%
+22
 New
+$86
$85﹤0.01% 50
+47
+1,567%
+$80
$84﹤0.01% 6––
$84﹤0.01%
+62
 New
+$84
$84﹤0.01%
+9
 New
+$84
$84﹤0.01%
+17
 New
+$84
$83﹤0.01%
+4
 New
+$83
$83﹤0.01% 65
+43
+195%
+$55
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