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
$89.6K﹤0.01% 3,648
-83
-2%
-$2.04K
$89.2K﹤0.01% 5,989
-419
-7%
-$6.24K
$89.1K﹤0.01% 11,482
-20,488
-64%
-$159K
$89.1K﹤0.01% 1,667
+691
+71%
+$36.9K
$88.7K﹤0.01% 2,119
-302
-12%
-$12.6K
$88.6K﹤0.01%
+1,700
 New
+$88.6K
$88.5K﹤0.01% 4,208
-1,506
-26%
-$31.7K
$88.4K﹤0.01% 1,208
+588
+95%
+$43K
$88.4K﹤0.01% 2,282
-1,907
-46%
-$73.9K
$88.3K﹤0.01% 469
+17
+4%
+$3.2K
$87.9K﹤0.01% 1,022
-1,405
-58%
-$121K
$87.8K﹤0.01% 328
-709
-68%
-$190K
$87.6K﹤0.01% 2,499
-7,365
-75%
-$258K
$87.4K﹤0.01% 91
+3
+3%
+$2.88K
$86.9K﹤0.01% 1,048
+194
+23%
+$16.1K
$86.8K﹤0.01% 1,150
-3,150
-73%
-$238K
$86.8K﹤0.01% 364
+47
+15%
+$11.2K
$86.5K﹤0.01% 7,500
+1,500
+25%
+$17.3K
$86K﹤0.01% 5,792
+701
+14%
+$10.4K
$85.6K﹤0.01% 1,066
+569
+114%
+$45.7K
$85.6K﹤0.01% 541
+145
+37%
+$22.9K
$85.6K﹤0.01% 4,047
-2,515
-38%
-$53.2K
$85.3K﹤0.01% 2,203
-436
-17%
-$16.9K
$85.3K﹤0.01% 1,076
-1,641
-60%
-$130K
$85.1K﹤0.01% 1,888
-1,379
-42%
-$62.2K
1 3738394041170