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
$79.7K﹤0.01% 1,018
+247
+32%
+$19.3K
$79.7K﹤0.01% 2,402
-1,033
-30%
-$34.3K
$79.4K﹤0.01% 1,046––
$79.1K﹤0.01% 1,072
-836
-44%
-$61.7K
$78.6K﹤0.01% 7,036
+1,724
+32%
+$19.3K
$78.5K﹤0.01% 371
-138
-27%
-$29.2K
$78.3K﹤0.01% 1,008
-775
-43%
-$60.2K
$78.1K﹤0.01% 1,006
+146
+17%
+$11.3K
$77.9K﹤0.01% 231
+2
+0.9%
+$674
$77.8K﹤0.01% 211
+86
+69%
+$31.7K
$77.7K﹤0.01% 3,176––
$77.7K﹤0.01% 1,856
+1,839
+10,818%
+$77K
$77.5K﹤0.01% 2,034
+449
+28%
+$17.1K
$77.1K﹤0.01% 1,295––
$76.8K﹤0.01% 1,510
+1,505
+30,100%
+$76.6K
$76.7K﹤0.01% 3,878
-195
-5%
-$3.86K
$76.6K﹤0.01% 728
+278
+62%
+$29.3K
$76.6K﹤0.01% 1,376
+957
+228%
+$53.2K
$76.4K﹤0.01% 1,701
-5,601
-77%
-$252K
$76.3K﹤0.01% 5,500
+1,000
+22%
+$13.9K
$76.3K﹤0.01% 1,828
+498
+37%
+$20.8K
$75.7K﹤0.01% 715
+193
+37%
+$20.4K
$75.6K﹤0.01% 288
+140
+95%
+$36.8K
$75.5K﹤0.01% 16,000––
$75.5K﹤0.01% 726
+165
+29%
+$17.2K
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