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

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
$84.6K﹤0.01% 4,636
-6,170
-57%
-$113K
$84.5K﹤0.01% 4,354
-2,397
-36%
-$46.5K
$84.2K﹤0.01%
+3,746
New
+$84.2K
$84.2K﹤0.01%
+2,418
New
+$84.2K
$84K﹤0.01% 2,727
+740
+37%
+$22.8K
$83.7K﹤0.01% 2,443
+12
+0.5%
+$411
$83.6K﹤0.01% 230
+19
+9%
+$6.9K
$83.5K﹤0.01% 1,222
+525
+75%
+$35.9K
$83.3K﹤0.01% 1,023
-12
-1%
-$977
$82.8K﹤0.01% 3,899
-157
-4%
-$3.34K
$82.6K﹤0.01% 4,000
$82.5K﹤0.01% 892
+594
+199%
+$55K
$82.2K﹤0.01% 557
+264
+90%
+$38.9K
$81.7K﹤0.01%
+1,000
New
+$81.7K
$81.4K﹤0.01% 551
+216
+64%
+$31.9K
$81.4K﹤0.01% 1,336
+501
+60%
+$30.5K
$81.4K﹤0.01% 2,500
$81.3K﹤0.01% 7,576
-9,725
-56%
-$104K
$81.2K﹤0.01% 5,000
$80.9K﹤0.01% 432
-432
-50%
-$80.9K
$80.5K﹤0.01% 2,405
+515
+27%
+$17.2K
$80.4K﹤0.01% 742
+258
+53%
+$28K
$80.4K﹤0.01% 642
+106
+20%
+$13.3K
$80.2K﹤0.01% 1,656
+35
+2%
+$1.7K
$80.2K﹤0.01% 1,541
-188
-11%
-$9.78K