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
$33.5K﹤0.01% 508
+317
+166%
+$20.9K
$33.5K﹤0.01% 320
+33
+12%
+$3.46K
$33.5K﹤0.01% 2,312
+412
+22%
+$5.97K
$33.3K﹤0.01% 731
+442
+153%
+$20.2K
$33.3K﹤0.01% 312
+155
+99%
+$16.6K
$33.3K﹤0.01% 397
+114
+40%
+$9.57K
$33.3K﹤0.01% 258
-1,021
-80%
-$132K
$33K﹤0.01% 1,650––
$33K﹤0.01% 914
+76
+9%
+$2.74K
$32.9K﹤0.01% 173
+31
+22%
+$5.9K
$32.9K﹤0.01% 698
+491
+237%
+$23.2K
$32.8K﹤0.01%
+1,400
 New
+$32.8K
$32.7K﹤0.01% 426
+49
+13%
+$3.76K
$32.6K﹤0.01% 101
+20
+25%
+$6.45K
$32.4K﹤0.01% 313
-1,544
-83%
-$160K
$32.3K﹤0.01% 902
+353
+64%
+$12.7K
$32.3K﹤0.01% 1,275
+89
+8%
+$2.25K
$32.2K﹤0.01% 921
+478
+108%
+$16.7K
$32.2K﹤0.01% 917
-15
-2%
-$527
$32.2K﹤0.01% 21,446––
$32.2K﹤0.01% 417
+65
+18%
+$5.01K
$32.1K﹤0.01% 319
+28
+10%
+$2.82K
$32K﹤0.01% 796
-75
-9%
-$3.01K
$31.9K﹤0.01% 1,027
+23
+2%
+$715
$31.8K﹤0.01% 416
+168
+68%
+$12.8K
1 5657585960169