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
$65.5K﹤0.01% 1,197
-536
-31%
-$29.3K
$65.5K﹤0.01% 10,000––
$65.5K﹤0.01% 1,131
-72
-6%
-$4.17K
$65.4K﹤0.01% 597
+90
+18%
+$9.86K
$65.4K﹤0.01% 1,669
+541
+48%
+$21.2K
$65.2K﹤0.01% 746
-11
-1%
-$961
$64.8K﹤0.01% 389
+205
+111%
+$34.1K
$64.8K﹤0.01% 418
+147
+54%
+$22.8K
$64.7K﹤0.01% 374
+66
+21%
+$11.4K
$64.7K﹤0.01% 374
-647
-63%
-$112K
$64.7K﹤0.01% 482––
$64.4K﹤0.01% 1,510
-3,443
-70%
-$147K
$64.4K﹤0.01% 2,427
+1,004
+71%
+$26.6K
$64.4K﹤0.01% 11,575
+78
+0.7%
+$434
$64.3K﹤0.01% 1,098
+1,000
+1,020%
+$58.6K
$64.3K﹤0.01% 5,236
+2,997
+134%
+$36.8K
$64.2K﹤0.01% 614
+387
+170%
+$40.5K
$64.2K﹤0.01% 1,054
+81
+8%
+$4.93K
$63.9K﹤0.01% 531
-562
-51%
-$67.7K
$63.7K﹤0.01% 1,204
+394
+49%
+$20.9K
$63.5K﹤0.01% 1,739
+110
+7%
+$4.01K
$63.4K﹤0.01% 689
+9
+1%
+$828
$63K﹤0.01% 689
+381
+124%
+$34.9K
$63K﹤0.01% 1,290––
$62.8K﹤0.01% 5,000
-429
-8%
-$5.39K
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