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

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
$37.8K﹤0.01% 122
+46
+61%
+$14.3K
$37.8K﹤0.01% 335
-17
-5%
-$1.92K
$37.6K﹤0.01% 422
+367
+667%
+$32.7K
$37.5K﹤0.01% 863
+470
+120%
+$20.4K
$37.5K﹤0.01% 375
$37.3K﹤0.01% 2,960
+984
+50%
+$12.4K
$37.2K﹤0.01% 1,728
+1,224
+243%
+$26.3K
$37.1K﹤0.01% 2,538
+1,868
+279%
+$27.3K
$37K﹤0.01% 460
+81
+21%
+$6.52K
$37K﹤0.01% 639
+246
+63%
+$14.2K
$37K﹤0.01% 333
-959
-74%
-$106K
$36.9K﹤0.01% 1,232
+43
+4%
+$1.29K
$36.8K﹤0.01% 221
-3
-1%
-$500
$36.8K﹤0.01% 436
-292
-40%
-$24.6K
$36.7K﹤0.01% 1,033
+51
+5%
+$1.81K
$36.5K﹤0.01% 2,932
+249
+9%
+$3.1K
$36.4K﹤0.01% 165
+11
+7%
+$2.43K
$36.3K﹤0.01% 172
$36.3K﹤0.01% 2,990
$36.2K﹤0.01% 1,435
+761
+113%
+$19.2K
$36.2K﹤0.01% 273
+21
+8%
+$2.79K
$36.2K﹤0.01% 354
-1,136
-76%
-$116K
$36.2K﹤0.01% 5
$36.2K﹤0.01% 830
$36.2K﹤0.01% 888
+324
+57%
+$13.2K