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
$53.7K﹤0.01%
+5,200
 New
+$53.7K
$53.6K﹤0.01% 3,524
+1,139
+48%
+$17.3K
$53.4K﹤0.01% 688
+364
+112%
+$28.3K
$53.4K﹤0.01% 1,615
+62
+4%
+$2.05K
$53.4K﹤0.01% 809
-1,133
-58%
-$74.7K
$53.3K﹤0.01% 1,170
+230
+24%
+$10.5K
$53K﹤0.01% 5,047
+544
+12%
+$5.71K
$53K﹤0.01% 333
+34
+11%
+$5.41K
$52.9K﹤0.01% 1,807
+218
+14%
+$6.38K
$52.9K﹤0.01%
+1,111
 New
+$52.9K
$52.9K﹤0.01% 583
-32
-5%
-$2.9K
$52.8K﹤0.01% 1,742
+113
+7%
+$3.43K
$52.7K﹤0.01% 1,510
+33
+2%
+$1.15K
$52.7K﹤0.01% 999
+110
+12%
+$5.8K
$52.7K﹤0.01% 931
-152
-14%
-$8.6K
$52.7K﹤0.01% 2,359
-6
-0.3%
-$134
$52.6K﹤0.01% 583
+90
+18%
+$8.12K
$52.3K﹤0.01% 687
+51
+8%
+$3.88K
$52.2K﹤0.01% 353
+24
+7%
+$3.55K
$52.2K﹤0.01% 2,533
+969
+62%
+$20K
$52.1K﹤0.01% 3,258
+1,916
+143%
+$30.6K
$52K﹤0.01% 1,224––
$52K﹤0.01% 1,329
+701
+112%
+$27.4K
$51.9K﹤0.01% 1,578
+644
+69%
+$21.2K
$51.9K﹤0.01% 16,674
+4,575
+38%
+$14.2K
1 4748495051169