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
$165K0.01% 1,502
-38
-2%
-$4.18K
$164K0.01% 3,213
-15
-0.5%
-$766
$164K0.01% 166
+38
+30%
+$37.5K
$164K0.01% 2,266
+254
+13%
+$18.4K
$164K0.01% 1,570
-1,261
-45%
-$131K
$163K0.01% 4,774
-1,681
-26%
-$57.5K
$163K0.01% 2,186
-751
-26%
-$56.1K
$163K0.01% 2,081
+107
+5%
+$8.36K
$162K0.01% 2,441
-18
-0.7%
-$1.2K
$161K0.01% 10,450
+3,126
+43%
+$48.2K
$161K0.01% 1,377
+420
+44%
+$49.1K
$161K0.01% 5,633
-2,778
-33%
-$79.4K
$161K0.01% 2,221
+917
+70%
+$66.5K
$161K0.01% 548
+47
+9%
+$13.8K
$161K0.01% 886
+73
+9%
+$13.3K
$160K0.01% 15,993
+2,011
+14%
+$20.2K
$160K0.01% 420
+74
+21%
+$28.2K
$160K0.01% 1,261
-32
-2%
-$4.07K
$160K0.01% 2,511
+211
+9%
+$13.5K
$159K0.01% 980
+102
+12%
+$16.5K
$158K0.01%
+1,500
 New
+$158K
$158K0.01% 4,017
+370
+10%
+$14.5K
$157K0.01% 1,964
+369
+23%
+$29.5K
$157K0.01% 1,379
+1,308
+1,842%
+$149K
$157K0.01% 607
+36
+6%
+$9.3K
1 2829303132170