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
$176K0.01% 4,291
+658
+18%
+$27K
$175K0.01% 982
-73
-7%
-$13K
$175K0.01% 2,463
+648
+36%
+$46.1K
$175K0.01% 2,880
-39
-1%
-$2.37K
$174K0.01% 1,207
-78
-6%
-$11.3K
$174K0.01%
+10,180
 New
+$174K
$174K0.01% 7,255
+2,233
+44%
+$53.5K
$172K0.01% 5,527
+1,415
+34%
+$44K
$172K0.01% 3,273––
$172K0.01% 742
-392
-35%
-$90.8K
$172K0.01% 1,961
+513
+35%
+$44.9K
$171K0.01% 2,687
+791
+42%
+$50.5K
$171K0.01% 1,748
+28
+2%
+$2.74K
$171K0.01% 4,197
+485
+13%
+$19.7K
$169K0.01% 2,820
+262
+10%
+$15.7K
$169K0.01% 6,557
-21,813
-77%
-$564K
$169K0.01% 1,056
+258
+32%
+$41.2K
$168K0.01%
+1,753
 New
+$168K
$168K0.01% 3,852
-1,004
-21%
-$43.8K
$167K0.01% 7,148––
$167K0.01% 3,043
-85
-3%
-$4.67K
$167K0.01% 12,765
+196
+2%
+$2.56K
$166K0.01% 3,116
+529
+20%
+$28.2K
$166K0.01% 4,132
+1,930
+88%
+$77.4K
$165K0.01% 857
+5
+0.6%
+$965
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