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
$29.9K﹤0.01% 695
+35
+5%
+$1.51K
$29.9K﹤0.01% 1,202
+397
+49%
+$9.89K
$29.9K﹤0.01% 1,615
-3
-0.2%
-$55
$29.8K﹤0.01% 163
+42
+35%
+$7.67K
$29.7K﹤0.01% 530
+313
+144%
+$17.6K
$29.7K﹤0.01% 641
-45
-7%
-$2.08K
$29.7K﹤0.01%
+549
 New
+$29.7K
$29.6K﹤0.01% 801
+79
+11%
+$2.92K
$29.6K﹤0.01% 521
-225
-30%
-$12.8K
$29.6K﹤0.01% 988––
$29.6K﹤0.01% 982––
$29.5K﹤0.01% 160
+44
+38%
+$8.11K
$29.4K﹤0.01% 322
+10
+3%
+$913
$29.3K﹤0.01% 1,097
+594
+118%
+$15.9K
$29.3K﹤0.01% 607
+169
+39%
+$8.16K
$29.3K﹤0.01%
+1,227
 New
+$29.3K
$29.2K﹤0.01% 210
+103
+96%
+$14.3K
$29.2K﹤0.01%
+1,365
 New
+$29.2K
$29.1K﹤0.01% 240
+16
+7%
+$1.94K
$28.9K﹤0.01% 5,370
+5,331
+13,669%
+$28.7K
$28.7K﹤0.01% 59
-443
-88%
-$216K
$28.7K﹤0.01% 467
-1
-0.2%
-$61
$28.7K﹤0.01%
+352
 New
+$28.7K
$28.6K﹤0.01% 3,154
+1,154
+58%
+$10.5K
$28.5K﹤0.01% 1,002
-221
-18%
-$6.29K
1 5859606162169