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
$35.9K﹤0.01% 145
-200
-58%
-$49.5K
$35.8K﹤0.01% 367
+41
+13%
+$4K
$35.8K﹤0.01% 1,400
-701
-33%
-$17.9K
$35.6K﹤0.01% 313
+169
+117%
+$19.2K
$35.6K﹤0.01% 1,028
+9
+0.9%
+$311
$35.5K﹤0.01% 1,203
+6
+0.5%
+$177
$35.4K﹤0.01% 180
-104
-37%
-$20.5K
$35.4K﹤0.01% 541
+180
+50%
+$11.8K
$35.3K﹤0.01%
+1,835
 New
+$35.3K
$35.2K﹤0.01% 330
+272
+469%
+$29K
$34.9K﹤0.01% 1,157
+689
+147%
+$20.8K
$34.9K﹤0.01% 3,306
-469
-12%
-$4.95K
$34.9K﹤0.01% 971
-206
-18%
-$7.4K
$34.8K﹤0.01% 3,100––
$34.7K﹤0.01% 1,298
+439
+51%
+$11.7K
$34.4K﹤0.01% 838
+12
+1%
+$493
$34.4K﹤0.01% 904
+21
+2%
+$798
$34.2K﹤0.01% 3,929
+59
+2%
+$514
$34.1K﹤0.01% 447
+182
+69%
+$13.9K
$34.1K﹤0.01% 742
+248
+50%
+$11.4K
$34K﹤0.01% 228
+14
+7%
+$2.09K
$33.9K﹤0.01% 1,278
-4,633
-78%
-$123K
$33.7K﹤0.01% 1,057
+140
+15%
+$4.47K
$33.7K﹤0.01% 1,136
-1,836
-62%
-$54.4K
$33.6K﹤0.01% 261
+16
+7%
+$2.06K
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