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
$109K0.01% 1,884––
$109K0.01% 2,284
-3
-0.1%
-$144
$109K0.01% 2,658
+57
+2%
+$2.34K
$109K0.01% 2,199
+389
+21%
+$19.3K
$108K0.01% 1,723
+4
+0.2%
+$250
$107K0.01% 338
-133
-28%
-$42.1K
$107K0.01% 1,258
+199
+19%
+$16.9K
$106K0.01% 614
+253
+70%
+$43.8K
$106K0.01% 630
+358
+132%
+$60.2K
$106K0.01% 1,147
+180
+19%
+$16.6K
$105K0.01% 1,050
+383
+57%
+$38.4K
$105K0.01% 204
-2,626
-93%
-$1.36M
$105K0.01% 628
+227
+57%
+$38K
$105K0.01% 2,515
+1,108
+79%
+$46.1K
$104K0.01% 2,311
+179
+8%
+$8.09K
$104K0.01% 474
-619
-57%
-$136K
$103K0.01% 929
-62
-6%
-$6.9K
$103K0.01% 868
+290
+50%
+$34.6K
$103K0.01% 858
-6,578
-88%
-$791K
$103K0.01% 2,847
+775
+37%
+$28K
$103K0.01% 9,716
-9,962
-51%
-$105K
$103K0.01% 2,417
-59
-2%
-$2.51K
$103K0.01% 4,305
+1,149
+36%
+$27.4K
$102K0.01% 1,720
-15
-0.9%
-$893
$102K0.01% 689
-177
-20%
-$26.3K
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