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
$118K0.01% 357
+54
+18%
+$17.9K
$117K0.01% 5,950
-8,029
-57%
-$157K
$116K0.01% 2,463
+334
+16%
+$15.8K
$116K0.01% 11,745
-250
-2%
-$2.47K
$115K0.01% 1,249
+258
+26%
+$23.8K
$115K0.01% 7,185
+378
+6%
+$6.05K
$115K0.01% 4,219
+1,077
+34%
+$29.3K
$115K0.01% 2,839
+732
+35%
+$29.6K
$114K0.01% 529
-1,227
-70%
-$263K
$113K0.01% 5,735
+881
+18%
+$17.4K
$113K0.01% 1,190
+425
+56%
+$40.5K
$113K0.01% 739
+39
+6%
+$5.96K
$112K0.01% 898
+162
+22%
+$20.3K
$112K0.01% 2,539
+85
+3%
+$3.76K
$112K0.01% 6,233
+1,473
+31%
+$26.5K
$112K0.01% 590
+112
+23%
+$21.3K
$112K0.01% 962
+237
+33%
+$27.5K
$112K0.01% 3,098––
$112K0.01% 1,842
+567
+44%
+$34.3K
$110K0.01% 3,282
-16
-0.5%
-$537
$110K0.01% 4,719
+43
+0.9%
+$1K
$110K0.01% 5,172
+1,357
+36%
+$28.9K
$110K0.01% 6,208
-7,281
-54%
-$129K
$110K0.01% 2,350
+584
+33%
+$27.3K
$110K0.01% 481
-607
-56%
-$138K
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