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
$274K0.02% 1,151
+538
+88%
+$128K
$274K0.02% 566
+161
+40%
+$78K
$274K0.02% 3,671
+566
+18%
+$42.3K
$274K0.01% 1,912
-744
-28%
-$107K
$273K0.01% 471
+101
+27%
+$58.6K
$270K0.01% 3,773
+2,840
+304%
+$203K
$270K0.01% 1,684
+971
+136%
+$156K
$269K0.01% 5,839
+1,309
+29%
+$60.3K
$269K0.01% 1,526
+401
+36%
+$70.6K
$269K0.01% 5,035
+1,287
+34%
+$68.7K
$268K0.01% 2,810
+639
+29%
+$61K
$268K0.01% 7,388
+793
+12%
+$28.7K
$265K0.01% 3,165
+1,870
+144%
+$157K
$265K0.01% 17,673
+8,217
+87%
+$123K
$264K0.01% 9,890
-3,431
-26%
-$91.5K
$264K0.01% 2,296
+89
+4%
+$10.2K
$263K0.01% 4,141
-6,797
-62%
-$431K
$263K0.01% 8,634
-2,304
-21%
-$70.1K
$261K0.01% 3,172
+678
+27%
+$55.8K
$261K0.01% 7,165
+6,673
+1,356%
+$243K
$258K0.01% 3,332
-1,374
-29%
-$107K
$258K0.01% 1,014
-334
-25%
-$84.9K
$257K0.01% 1,495
+39
+3%
+$6.72K
$256K0.01% 190
-118
-38%
-$159K
$256K0.01% 5,583
+783
+16%
+$35.8K
1 2122232425170