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
$45﹤0.01% 7
-5
-42%
-$32
$44﹤0.01%
+6
 New
+$44
$43﹤0.01%
+6
 New
+$43
$43﹤0.01% 343
+224
+188%
+$28
$42﹤0.01% 1
-4
-80%
-$168
$42﹤0.01%
+13
 New
+$42
$41﹤0.01%
+2
 New
+$41
$41﹤0.01%
+121
 New
+$41
$41﹤0.01% 1
-7
-88%
-$287
$40﹤0.01%
+3
 New
+$40
$40﹤0.01%
+21
 New
+$40
$40﹤0.01%
+1
 New
+$40
$40﹤0.01%
+5
 New
+$40
$39﹤0.01%
+13
 New
+$39
$38﹤0.01%
+5
 New
+$38
$38﹤0.01% 7
+2
+40%
+$11
$37﹤0.01%
+1
 New
+$37
$37﹤0.01% 22
+1
+5%
+$2
$37﹤0.01%
+3
 New
+$37
$37﹤0.01%
+53
 New
+$37
$37﹤0.01% 11
+5
+83%
+$17
$36﹤0.01%
+12
 New
+$36
$36﹤0.01% 16
+15
+1,500%
+$34
$36﹤0.01% 12
-40
-77%
-$120
$36﹤0.01%
+2
 New
+$36
1 155156157158159170