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
$46.1K﹤0.01% 701
+174
+33%
+$11.4K
$45.5K﹤0.01% 2,155
-45
-2%
-$950
$45.4K﹤0.01% 1,386
+178
+15%
+$5.83K
$45.3K﹤0.01% 80
+39
+95%
+$22.1K
$45.2K﹤0.01% 1,045
+324
+45%
+$14K
$44.9K﹤0.01% 4,250––
$44.9K﹤0.01% 1,482
+1,119
+308%
+$33.9K
$44.8K﹤0.01% 3,289
-875
-21%
-$11.9K
$44.7K﹤0.01% 516
+103
+25%
+$8.92K
$44.7K﹤0.01% 1,683
-79
-4%
-$2.1K
$44.6K﹤0.01% 1,066––
$44.4K﹤0.01% 372––
$44.4K﹤0.01% 471
+417
+772%
+$39.3K
$44.4K﹤0.01% 497
+391
+369%
+$34.9K
$44.3K﹤0.01% 562
+6
+1%
+$473
$44.2K﹤0.01% 938
+853
+1,004%
+$40.2K
$44.1K﹤0.01% 386
+289
+298%
+$33K
$44K﹤0.01%
+1,000
 New
+$44K
$43.6K﹤0.01% 549
-559
-50%
-$44.4K
$43.5K﹤0.01% 437
+317
+264%
+$31.6K
$43.4K﹤0.01% 5,276
+495
+10%
+$4.07K
$43.3K﹤0.01% 3,112
+1,674
+116%
+$23.3K
$43.3K﹤0.01% 1,242
-3,211
-72%
-$112K
$43.2K﹤0.01% 342
+131
+62%
+$16.6K
$43.2K﹤0.01% 1,119
+305
+37%
+$11.8K
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