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
$135K0.01% 2,426
-491
-17%
-$27.2K
$135K0.01% 1,784
-9
-0.5%
-$679
$134K0.01% 3,911
+1,813
+86%
+$62K
$134K0.01% 19,955
+2,303
+13%
+$15.4K
$134K0.01% 739
+149
+25%
+$27K
$133K0.01%
+5,225
 New
+$133K
$133K0.01% 1,573
+79
+5%
+$6.67K
$132K0.01% 16,645––
$132K0.01% 2,725
-263
-9%
-$12.7K
$131K0.01% 1,259
+6
+0.5%
+$626
$131K0.01% 3,750
-4
-0.1%
-$140
$131K0.01% 1,995
+1,014
+103%
+$66.5K
$131K0.01% 397
+201
+103%
+$66.2K
$130K0.01% 8,175
+175
+2%
+$2.79K
$130K0.01% 3,214
+795
+33%
+$32.1K
$130K0.01% 6,412
+1,137
+22%
+$23K
$129K0.01% 1,557
-1,268
-45%
-$105K
$128K0.01% 1,462
-180
-11%
-$15.8K
$128K0.01% 17,281
+9,192
+114%
+$68.1K
$127K0.01% 970
+286
+42%
+$37.4K
$127K0.01% 1,142
-1,372
-55%
-$152K
$127K0.01% 2,326
-4,972
-68%
-$271K
$126K0.01% 564
+157
+39%
+$35.2K
$126K0.01%
+2,000
 New
+$126K
$126K0.01% 5,091
-179,020
-97%
-$4.42M
1 3132333435170