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
$145K0.01% 501
+78
+18%
+$22.5K
$143K0.01% 690
+369
+115%
+$76.7K
$143K0.01% 2,025
+1,045
+107%
+$73.6K
$142K0.01% 900
+865
+2,471%
+$137K
$142K0.01% 2,369––
$142K0.01%
+3,557
 New
+$142K
$141K0.01% 5,195
+1,084
+26%
+$29.4K
$141K0.01% 2,918
+1,377
+89%
+$66.5K
$140K0.01% 3,038
-5,932
-66%
-$274K
$140K0.01% 3,536
-457
-11%
-$18.1K
$140K0.01% 671
+245
+58%
+$51.2K
$140K0.01% 1,519
+361
+31%
+$33.2K
$138K0.01% 3,342
-2,133
-39%
-$88.2K
$138K0.01% 1,908
+489
+34%
+$35.3K
$137K0.01% 14,703––
$136K0.01% 9,236
-15,142
-62%
-$224K
$136K0.01% 687
+252
+58%
+$50K
$136K0.01% 1,204
-914
-43%
-$103K
$136K0.01% 2,352
+6
+0.3%
+$347
$136K0.01% 6,065
+11
+0.2%
+$247
$136K0.01% 13,895
+2,355
+20%
+$23K
$136K0.01% 992
-456
-31%
-$62.4K
$135K0.01% 1,458
+144
+11%
+$13.4K
$135K0.01%
+6,177
 New
+$135K
$135K0.01% 2,309
+854
+59%
+$50K
1 3031323334170