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
$62.6K﹤0.01% 968
+431
+80%
+$27.9K
$62.5K﹤0.01% 840
-78
-9%
-$5.81K
$62.3K﹤0.01% 706
-82
-10%
-$7.23K
$62.1K﹤0.01% 135
+44
+48%
+$20.2K
$62.1K﹤0.01% 1,551
+145
+10%
+$5.8K
$62.1K﹤0.01% 4,234
-22
-0.5%
-$323
$62.1K﹤0.01% 10,500
+1,000
+11%
+$5.91K
$61.9K﹤0.01% 6,468
+263
+4%
+$2.52K
$61.8K﹤0.01% 1,998
+875
+78%
+$27.1K
$61.7K﹤0.01% 50
-811
-94%
-$1M
$61.7K﹤0.01% 33
+17
+106%
+$31.8K
$61.3K﹤0.01% 199
+80
+67%
+$24.7K
$61.2K﹤0.01% 2,066
+588
+40%
+$17.4K
$61.1K﹤0.01% 452
+129
+40%
+$17.4K
$60.9K﹤0.01% 1,684
+561
+50%
+$20.3K
$60.7K﹤0.01% 2,750––
$60.6K﹤0.01% 3,920
+437
+13%
+$6.76K
$60.6K﹤0.01% 1,633
+459
+39%
+$17K
$60.6K﹤0.01% 2,989
+153
+5%
+$3.1K
$60.5K﹤0.01% 428
+97
+29%
+$13.7K
$60.3K﹤0.01% 2,070––
$60.3K﹤0.01% 5,263
-2,299
-30%
-$26.3K
$60K﹤0.01% 507
+158
+45%
+$18.7K
$59.9K﹤0.01% 2,727
+1,116
+69%
+$24.5K
$59.9K﹤0.01% 1,299
+11
+0.9%
+$507
1 4445464748169