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
$31.8K﹤0.01% 494
+56
+13%
+$3.6K
$31.7K﹤0.01% 959
-61
-6%
-$2.02K
$31.7K﹤0.01% 1,105
+487
+79%
+$14K
$31.6K﹤0.01% 4,011
+1,206
+43%
+$9.52K
$31.5K﹤0.01% 142
+117
+468%
+$25.9K
$31.5K﹤0.01% 464
-30
-6%
-$2.04K
$31.2K﹤0.01% 1,555
-238
-13%
-$4.78K
$31.2K﹤0.01% 1,063––
$31.1K﹤0.01% 574––
$30.9K﹤0.01% 14,449
+13,232
+1,087%
+$28.3K
$30.9K﹤0.01% 486
-1,933
-80%
-$123K
$30.8K﹤0.01% 149
+30
+25%
+$6.2K
$30.7K﹤0.01% 430
+80
+23%
+$5.72K
$30.6K﹤0.01% 511
-468
-48%
-$28.1K
$30.6K﹤0.01% 401
+84
+27%
+$6.41K
$30.5K﹤0.01% 176
-8
-4%
-$1.39K
$30.5K﹤0.01% 285
+4
+1%
+$428
$30.5K﹤0.01% 2,571
+874
+52%
+$10.4K
$30.4K﹤0.01% 324
+185
+133%
+$17.4K
$30.4K﹤0.01% 653
+3
+0.5%
+$140
$30.4K﹤0.01% 329
+302
+1,119%
+$27.9K
$30.3K﹤0.01% 393
+48
+14%
+$3.71K
$30.2K﹤0.01% 259
+81
+46%
+$9.45K
$30.2K﹤0.01% 994
+120
+14%
+$3.64K
$30K﹤0.01% 340
+104
+44%
+$9.16K
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