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
$220K0.01% 636
+87
+16%
+$30.1K
$219K0.01% 1,687
+804
+91%
+$104K
$219K0.01% 1,677
-1,094
-39%
-$143K
$218K0.01% 5,225
+980
+23%
+$41K
$218K0.01% 625
-119
-16%
-$41.6K
$218K0.01% 952
-310
-25%
-$71K
$218K0.01% 2,282
+768
+51%
+$73.4K
$217K0.01% 5,402––
$216K0.01% 2,644
+2,124
+408%
+$173K
$215K0.01% 7,760
+2,872
+59%
+$79.5K
$214K0.01% 2,520
+34
+1%
+$2.89K
$213K0.01% 4,848
+876
+22%
+$38.5K
$213K0.01% 6,862
+1,752
+34%
+$54.3K
$212K0.01% 6,497
-1,629
-20%
-$53.1K
$212K0.01% 2,624
+530
+25%
+$42.8K
$212K0.01% 4,039
-116
-3%
-$6.08K
$210K0.01% 4,371
-206
-5%
-$9.89K
$209K0.01% 797
+294
+58%
+$77K
$208K0.01% 2,223
+673
+43%
+$62.9K
$207K0.01% 974
+185
+23%
+$39.3K
$207K0.01% 362
+65
+22%
+$37.1K
$207K0.01% 1,389
+1,332
+2,337%
+$198K
$206K0.01% 2,611
+1,580
+153%
+$125K
$205K0.01% 667
-390
-37%
-$120K
$204K0.01% 905
+253
+39%
+$57K
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