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
$5.63M0.31% 93,024
-1,049
-1%
-$63.4K
$5.34M0.29% 72,747
+51,173
+237%
+$3.76M
$5.18M0.28% 125,781––
$5.16M0.28% 40,581
+1,650
+4%
+$210K
$5.15M0.28% 196,234
+138,253
+238%
+$3.63M
$5.14M0.28% 167,032
+8,728
+6%
+$268K
$5.05M0.28% 13,993
-1,963
-12%
-$709K
$5.03M0.28% 98,481
+14,662
+17%
+$748K
$4.83M0.27% 80,788
+9,139
+13%
+$546K
$4.78M0.26% 37,133
-1,725
-4%
-$222K
$4.77M0.26% 71,945
+6,399
+10%
+$424K
$4.77M0.26% 5,110
+665
+15%
+$620K
$4.7M0.26% 15,205
-131
-0.9%
-$40.5K
$4.41M0.24% 145,517
-3,644
-2%
-$110K
$4.41M0.24% 167,213
+88,731
+113%
+$2.34M
$4.39M0.24% 27,479
+5,994
+28%
+$958K
$4.3M0.24% 36,183
+4,462
+14%
+$531K
$4.18M0.23% 26,039
+524
+2%
+$84.1K
$4.16M0.23% 5,042
+999
+25%
+$825K
$4.14M0.23% 35,708
+4,307
+14%
+$499K
$4.08M0.22% 103,563
-20
-0%
-$787
$4.06M0.22% 23,793
+923
+4%
+$157K
$4.01M0.22% 8,549
-772
-8%
-$362K
$3.99M0.22% 5
-2
-29%
-$1.6M
$3.98M0.22% 93,644
+2,558
+3%
+$109K
1 23456170