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
$43.1K﹤0.01% 672
-50
-7%
-$3.21K
$43K﹤0.01% 1,016
+62
+7%
+$2.63K
$43K﹤0.01% 3,838
-575
-13%
-$6.45K
$43K﹤0.01% 1,406
-2,561
-65%
-$78.3K
$42.7K﹤0.01% 1,873
-165
-8%
-$3.76K
$42.7K﹤0.01% 587
+390
+198%
+$28.4K
$42.6K﹤0.01% 2,000––
$42.6K﹤0.01% 324
+121
+60%
+$15.9K
$42.4K﹤0.01%
+2,000
 New
+$42.4K
$42.3K﹤0.01% 868
-24
-3%
-$1.17K
$42.3K﹤0.01% 300
+160
+114%
+$22.5K
$42.3K﹤0.01% 1,874
+788
+73%
+$17.8K
$42.2K﹤0.01% 1,066
+45
+4%
+$1.78K
$42.1K﹤0.01% 1,921
+545
+40%
+$12K
$42.1K﹤0.01% 4,054––
$41.9K﹤0.01% 408
+116
+40%
+$11.9K
$41.8K﹤0.01% 956––
$41.7K﹤0.01% 323
-1,865
-85%
-$241K
$41.6K﹤0.01% 197
+72
+58%
+$15.2K
$41.4K﹤0.01% 338
-5
-1%
-$613
$41.3K﹤0.01% 439
+302
+220%
+$28.4K
$41.2K﹤0.01% 261
+17
+7%
+$2.68K
$41.1K﹤0.01% 513
+289
+129%
+$23.2K
$41K﹤0.01% 1,458––
$41K﹤0.01% 1,940
-32
-2%
-$676
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