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
$49.3K﹤0.01% 2,375
-1,008
-30%
-$20.9K
$49.3K﹤0.01% 946
+68
+8%
+$3.54K
$49.1K﹤0.01% 586
+56
+11%
+$4.69K
$49.1K﹤0.01% 537––
$48.7K﹤0.01% 2,312
-10,153
-81%
-$214K
$48.6K﹤0.01% 404
+13
+3%
+$1.56K
$48.5K﹤0.01% 149––
$48.3K﹤0.01% 1,734
+988
+132%
+$27.5K
$48.2K﹤0.01% 561
+495
+750%
+$42.6K
$48.1K﹤0.01% 2,473
+557
+29%
+$10.8K
$47.9K﹤0.01% 266
+142
+115%
+$25.6K
$47.7K﹤0.01% 960
-844
-47%
-$41.9K
$47.5K﹤0.01% 3,059
+94
+3%
+$1.46K
$47.5K﹤0.01% 1,484––
$47.3K﹤0.01% 901
+188
+26%
+$9.86K
$47K﹤0.01% 878
+58
+7%
+$3.1K
$46.8K﹤0.01% 10,050
+2,961
+42%
+$13.8K
$46.8K﹤0.01%
+1,766
 New
+$46.8K
$46.8K﹤0.01% 1,648
+334
+25%
+$9.48K
$46.7K﹤0.01% 4,028––
$46.6K﹤0.01% 1,505
+619
+70%
+$19.2K
$46.2K﹤0.01% 802
-86
-10%
-$4.95K
$46.2K﹤0.01% 818––
$46.2K﹤0.01% 800
+105
+15%
+$6.06K
$46.2K﹤0.01% 4,500––
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