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
$39.6K﹤0.01%
+1,075
 New
+$39.6K
$39.6K﹤0.01% 87
-175
-67%
-$79.6K
$39.6K﹤0.01% 2,020
+1,159
+135%
+$22.7K
$39.5K﹤0.01% 1,366
+328
+32%
+$9.48K
$39.5K﹤0.01% 326
-501
-61%
-$60.6K
$39.4K﹤0.01% 699
+11
+2%
+$621
$39.4K﹤0.01% 4,837
+2,780
+135%
+$22.6K
$39.3K﹤0.01% 7,196
+5,458
+314%
+$29.8K
$39.3K﹤0.01% 887
+174
+24%
+$7.7K
$39.1K﹤0.01% 460
-307
-40%
-$26.1K
$39K﹤0.01% 1,585
+409
+35%
+$10.1K
$38.9K﹤0.01%
+5,075
 New
+$38.9K
$38.7K﹤0.01% 842
-34
-4%
-$1.56K
$38.7K﹤0.01% 1,008––
$38.6K﹤0.01% 487
+189
+63%
+$15K
$38.6K﹤0.01% 1,962
+132
+7%
+$2.59K
$38.3K﹤0.01% 435
-36
-8%
-$3.17K
$38.3K﹤0.01% 2,461––
$38.2K﹤0.01% 54,635
-667
-1%
-$467
$38.2K﹤0.01% 345
-121
-26%
-$13.4K
$38.1K﹤0.01% 660
+18
+3%
+$1.04K
$38.1K﹤0.01% 5,778
-18,628
-76%
-$123K
$38.1K﹤0.01% 9,663
+612
+7%
+$2.41K
$38K﹤0.01% 772
-183
-19%
-$9.01K
$37.9K﹤0.01% 1,505––
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