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
$69K﹤0.01% 659
-1,264
-66%
-$132K
$68.6K﹤0.01% 392
+13
+3%
+$2.28K
$68.3K﹤0.01% 60,427
+164
+0.3%
+$185
$68.1K﹤0.01% 5,715
+559
+11%
+$6.66K
$68.1K﹤0.01% 727
-637
-47%
-$59.6K
$67.7K﹤0.01% 691
-88
-11%
-$8.62K
$67.6K﹤0.01% 1,092
+734
+205%
+$45.4K
$67.4K﹤0.01% 4,000––
$67.1K﹤0.01% 2,116
+438
+26%
+$13.9K
$66.9K﹤0.01% 1,379
-351
-20%
-$17K
$66.9K﹤0.01% 1,499
+92
+7%
+$4.1K
$66.8K﹤0.01% 8,250
+750
+10%
+$6.08K
$66.7K﹤0.01% 3,666
-312
-8%
-$5.68K
$66.6K﹤0.01% 482
+353
+274%
+$48.8K
$66.6K﹤0.01% 5,360
-935
-15%
-$11.6K
$66.5K﹤0.01% 557
+285
+105%
+$34K
$66.5K﹤0.01% 1,982
+1,802
+1,001%
+$60.5K
$66.4K﹤0.01% 301
+164
+120%
+$36.2K
$66.4K﹤0.01% 413
+56
+16%
+$9K
$65.9K﹤0.01% 1,745––
$65.9K﹤0.01% 12,507
+4,213
+51%
+$22.2K
$65.9K﹤0.01% 938
+422
+82%
+$29.6K
$65.7K﹤0.01% 1,562
-230
-13%
-$9.68K
$65.7K﹤0.01% 2,016––
$65.5K﹤0.01% 250
+148
+145%
+$38.8K
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