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
$61﹤0.01%
+2
 New
+$61
$61﹤0.01%
+31
 New
+$61
$61﹤0.01%
+29
 New
+$61
$60﹤0.01% 5––
$59﹤0.01%
+11
 New
+$59
$58﹤0.01%
+65
 New
+$58
$57﹤0.01%
+106
 New
+$57
$56﹤0.01%
+1
 New
+$56
$56﹤0.01%
+126
 New
+$56
$56﹤0.01% 8
+5
+167%
+$35
$54﹤0.01% 2
+1
+100%
+$27
$54﹤0.01% 11
+9
+450%
+$44
$54﹤0.01% 50
+49
+4,900%
+$53
$53﹤0.01% 33
+29
+725%
+$47
$53﹤0.01%
+2
 New
+$53
$52﹤0.01% 2
-27
-93%
-$702
$51﹤0.01%
+1
 New
+$51
$51﹤0.01%
+1
 New
+$51
$51﹤0.01%
+2
 New
+$51
$50﹤0.01% 6––
$50﹤0.01%
+111
 New
+$50
$50﹤0.01%
+130
 New
+$50
$49﹤0.01% 4
-10
-71%
-$123
$48﹤0.01%
+2
 New
+$48
$45﹤0.01%
+21
 New
+$45
1 154155156157158170