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
$59.8K﹤0.01% 385
+243
+171%
+$37.7K
$59.7K﹤0.01% 1,042
+254
+32%
+$14.5K
$59.6K﹤0.01% 892
+292
+49%
+$19.5K
$59.4K﹤0.01% 1,191
+650
+120%
+$32.4K
$59.4K﹤0.01% 820
+438
+115%
+$31.7K
$59.3K﹤0.01% 6,118
+1,123
+22%
+$10.9K
$59.3K﹤0.01% 1,784
+1,327
+290%
+$44.1K
$59.2K﹤0.01% 783
+155
+25%
+$11.7K
$59.2K﹤0.01% 2,388
+52
+2%
+$1.29K
$59.1K﹤0.01% 1,252
+825
+193%
+$38.9K
$59K﹤0.01% 4,400––
$58.8K﹤0.01% 4,200
+200
+5%
+$2.8K
$58.6K﹤0.01% 3,015
+1,472
+95%
+$28.6K
$58.6K﹤0.01% 719
+65
+10%
+$5.3K
$58.6K﹤0.01% 652
+145
+29%
+$13K
$58.4K﹤0.01% 599
-455
-43%
-$44.4K
$58.3K﹤0.01% 1,461
-2,078
-59%
-$83K
$58.2K﹤0.01% 2,891
+2,788
+2,707%
+$56.1K
$58K﹤0.01% 330
+133
+68%
+$23.4K
$58K﹤0.01% 863
+245
+40%
+$16.5K
$57.6K﹤0.01% 598
+248
+71%
+$23.9K
$57.5K﹤0.01% 1,114
+135
+14%
+$6.96K
$57K﹤0.01% 749
+62
+9%
+$4.72K
$56.8K﹤0.01% 581
+71
+14%
+$6.95K
$56.7K﹤0.01% 1,117
+346
+45%
+$17.6K
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