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
$75.2K﹤0.01%
+3,017
 New
+$75.2K
$75.2K﹤0.01% 1,506
-4
-0.3%
-$200
$75K﹤0.01% 2,002
+174
+10%
+$6.52K
$74.8K﹤0.01% 7,500
-2,238
-23%
-$22.3K
$74.8K﹤0.01% 1,216
+175
+17%
+$10.8K
$74.7K﹤0.01% 895
+35
+4%
+$2.92K
$74.6K﹤0.01% 1,119
+1,011
+936%
+$67.4K
$74.6K﹤0.01% 1,985––
$74.4K﹤0.01% 2,043
-764
-27%
-$27.8K
$74.4K﹤0.01% 5,188
+448
+9%
+$6.42K
$74.4K﹤0.01% 754
+260
+53%
+$25.6K
$74.2K﹤0.01% 56
+25
+81%
+$33.1K
$74.1K﹤0.01% 1,423
+435
+44%
+$22.7K
$73.9K﹤0.01% 3,780
+679
+22%
+$13.3K
$73.7K﹤0.01% 1,800––
$73.7K﹤0.01% 1,099
-38
-3%
-$2.55K
$73.6K﹤0.01% 1,461
+16
+1%
+$806
$73.6K﹤0.01% 1,159
-224
-16%
-$14.2K
$73.4K﹤0.01% 718
-82
-10%
-$8.38K
$73.3K﹤0.01% 3,082
-1,707
-36%
-$40.6K
$73.1K﹤0.01% 589
-31
-5%
-$3.85K
$72.6K﹤0.01% 940
-4,429
-82%
-$342K
$72.6K﹤0.01% 868
+570
+191%
+$47.6K
$72.4K﹤0.01% 1,105
+628
+132%
+$41.1K
$72.2K﹤0.01% 207
+74
+56%
+$25.8K
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