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
$56.5K﹤0.01% 428
+221
+107%
+$29.2K
$56.4K﹤0.01% 147
+14
+11%
+$5.37K
$56.4K﹤0.01% 571––
$56.3K﹤0.01% 252
-383
-60%
-$85.6K
$56.2K﹤0.01% 299
+212
+244%
+$39.8K
$56K﹤0.01% 637––
$55.9K﹤0.01% 696
+506
+266%
+$40.6K
$55.9K﹤0.01% 1,684––
$55.8K﹤0.01% 1,543
-329
-18%
-$11.9K
$55.8K﹤0.01% 944
+25
+3%
+$1.48K
$55.7K﹤0.01%
+1,600
 New
+$55.7K
$55.6K﹤0.01% 1,111
-170
-13%
-$8.5K
$55.5K﹤0.01% 1,018
+224
+28%
+$12.2K
$55.5K﹤0.01% 325––
$55.4K﹤0.01% 431
-1,183
-73%
-$152K
$55.2K﹤0.01% 1,673
+38
+2%
+$1.26K
$55.2K﹤0.01% 845
+46
+6%
+$3.01K
$55.2K﹤0.01% 263
-101
-28%
-$21.2K
$55K﹤0.01% 1,662
+684
+70%
+$22.6K
$55K﹤0.01% 1,404
-3,613
-72%
-$141K
$54.8K﹤0.01% 7,773––
$54.6K﹤0.01% 314
+101
+47%
+$17.6K
$54.2K﹤0.01% 341
-219
-39%
-$34.8K
$53.8K﹤0.01% 1,831
+85
+5%
+$2.5K
$53.7K﹤0.01% 1,372
+288
+27%
+$11.3K
1 4647484950169