EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
This Quarter Return
+11.43%
1 Year Return
+22.38%
3 Year Return
+69.95%
5 Year Return
10 Year Return
AUM
$2.21B
AUM Growth
+$393M
Cap. Flow
+$239M
Cap. Flow %
10.78%
Top 10 Hldgs %
19.96%
Holding
4,418
New
397
Increased
2,759
Reduced
751
Closed
165
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-100
Closed
-$2.03K
-11
Closed
-$341
-56
Closed
-$1.54K
-1,188
Closed
-$24.1K
-59
Closed
-$1.56K
-14
Closed
-$98