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
$51.8K﹤0.01% 1,650
+526
+47%
+$16.5K
$51.5K﹤0.01% 445
+209
+89%
+$24.2K
$51.4K﹤0.01% 2,241
+1,361
+155%
+$31.2K
$51.3K﹤0.01% 1,178
+115
+11%
+$5.01K
$51.2K﹤0.01% 180
+54
+43%
+$15.4K
$51.2K﹤0.01% 5,342––
$51K﹤0.01% 3,358
+1,263
+60%
+$19.2K
$50.7K﹤0.01% 1,055
+98
+10%
+$4.71K
$50.4K﹤0.01% 164
+77
+89%
+$23.6K
$50.3K﹤0.01% 815
+229
+39%
+$14.1K
$50.3K﹤0.01%
+687
 New
+$50.3K
$50.2K﹤0.01% 3,177
+2,792
+725%
+$44.1K
$50.1K﹤0.01% 625
+266
+74%
+$21.3K
$50.1K﹤0.01% 1,402––
$50.1K﹤0.01% 657
+34
+5%
+$2.59K
$50K﹤0.01% 337
+279
+481%
+$41.4K
$49.9K﹤0.01% 198
-7
-3%
-$1.76K
$49.8K﹤0.01% 370
-570
-61%
-$76.7K
$49.7K﹤0.01% 11,153
+163
+1%
+$727
$49.7K﹤0.01% 578
+40
+7%
+$3.44K
$49.7K﹤0.01% 163
-278
-63%
-$84.7K
$49.5K﹤0.01% 644
+274
+74%
+$21.1K
$49.5K﹤0.01% 1,578
-205
-12%
-$6.43K
$49.5K﹤0.01% 4,252
-4,739
-53%
-$55.1K
$49.4K﹤0.01% 1,040
+639
+159%
+$30.4K
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