EWA

EverSource Wealth Advisors Portfolio holdings

AUM $1.82B
This Quarter Return
-0.96%
1 Year Return
+11.86%
3 Year Return
+33.73%
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
$300K0.02% 2,180
+96
+5%
+$13.2K
$300K0.02% 1,316
+50
+4%
+$11.4K
$299K0.02%
+6,636
 New
+$299K
$298K0.02% 9,468
+11
+0.1%
+$347
$297K0.02% 4,167
+778
+23%
+$55.5K
$297K0.02% 998
-125
-11%
-$37.2K
$296K0.02% 3,601
+1,541
+75%
+$127K
$296K0.02% 3,579
+786
+28%
+$64.9K
$295K0.02% 1,930
+105
+6%
+$16.1K
$293K0.02% 9,555
-5,560
-37%
-$170K
$292K0.02% 9,644
-1,301
-12%
-$39.4K
$291K0.02% 3,047
+1,598
+110%
+$152K
$290K0.02%
+3,929
 New
+$290K
$287K0.02% 2,993––
$286K0.02% 1,319
+280
+27%
+$60.8K
$285K0.02% 20,918
-10,810
-34%
-$147K
$281K0.02% 10,405
+154
+2%
+$4.16K
$278K0.02% 1,098
+404
+58%
+$102K
$278K0.02% 342
-189
-36%
-$154K
$278K0.02% 4,748
+2,250
+90%
+$132K
$278K0.02% 4,127
-4,181
-50%
-$282K
$278K0.02% 1,050
+333
+46%
+$88.1K
$277K0.02% 2,752
-143
-5%
-$14.4K
$275K0.02% 233
+81
+53%
+$95.7K
$275K0.02% 1,414
+35
+3%
+$6.8K
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