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
$203K0.01% 3,009
+2,789
+1,268%
+$188K
$203K0.01% 6,511
+451
+7%
+$14K
$203K0.01% 11,805
+3,834
+48%
+$65.9K
$202K0.01% 2,597
-1,270
-33%
-$99K
$202K0.01% 1,859
-13,090
-88%
-$1.42M
$202K0.01% 2,661
-44
-2%
-$3.34K
$201K0.01% 346
-131
-27%
-$76.2K
$200K0.01% 6,245
+802
+15%
+$25.7K
$199K0.01% 2,647
+856
+48%
+$64.3K
$198K0.01% 5,968
-53
-0.9%
-$1.76K
$198K0.01% 752
-139
-16%
-$36.6K
$198K0.01% 8,593
+46
+0.5%
+$1.06K
$198K0.01% 4,529
-2,712
-37%
-$119K
$197K0.01%
+1,850
 New
+$197K
$197K0.01% 9,398
-9,827
-51%
-$206K
$197K0.01% 374
+63
+20%
+$33.1K
$196K0.01% 4,237
-734
-15%
-$33.9K
$196K0.01% 578
+116
+25%
+$39.2K
$194K0.01% 733
+254
+53%
+$67.2K
$194K0.01% 3,148
+1,222
+63%
+$75.2K
$193K0.01% 2,196
+230
+12%
+$20.2K
$193K0.01% 459
+6
+1%
+$2.52K
$192K0.01% 2,807
-786
-22%
-$53.8K
$192K0.01% 2,784
-918
-25%
-$63.4K
$192K0.01% 1,466
+218
+17%
+$28.6K
1 2526272829170