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
$125K0.01% 1,534––
$125K0.01% 1,249
+578
+86%
+$57.9K
$125K0.01% 3,389
+120
+4%
+$4.43K
$125K0.01% 988
-30
-3%
-$3.8K
$125K0.01% 1,516
+270
+22%
+$22.3K
$124K0.01% 6,124
+285
+5%
+$5.79K
$124K0.01% 67
+19
+40%
+$35.2K
$124K0.01% 2,367
+496
+27%
+$26K
$124K0.01% 3,772––
$123K0.01% 796
+551
+225%
+$85.2K
$123K0.01% 1,007
-1,706
-63%
-$209K
$123K0.01% 455
+39
+9%
+$10.5K
$122K0.01% 1,336––
$122K0.01% 3,542
+3,190
+906%
+$110K
$121K0.01% 1,025
+200
+24%
+$23.7K
$121K0.01% 1,327
+891
+204%
+$81.2K
$120K0.01% 31,495
+10,258
+48%
+$39.2K
$120K0.01% 1,736
+1,257
+262%
+$86.7K
$120K0.01% 7,738
-8,580
-53%
-$133K
$119K0.01% 527
+225
+75%
+$50.9K
$119K0.01% 2,048
+53
+3%
+$3.08K
$119K0.01% 4,637
-128
-3%
-$3.28K
$119K0.01% 1,672
+18
+1%
+$1.28K
$119K0.01% 1,659
+169
+11%
+$12.1K
$118K0.01% 12,354
+2,405
+24%
+$23K
1 3233343536170