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
$27.1K﹤0.01% 1,604
+365
+29%
+$6.17K
$27.1K﹤0.01% 357
+6
+2%
+$455
$27.1K﹤0.01% 1,238
+452
+58%
+$9.89K
$27.1K﹤0.01% 891
+331
+59%
+$10.1K
$27K﹤0.01% 1,362
+329
+32%
+$6.53K
$27K﹤0.01% 1,408
+956
+212%
+$18.3K
$27K﹤0.01% 262
+10
+4%
+$1.03K
$27K﹤0.01% 1,029––
$26.9K﹤0.01% 3,103
+1,575
+103%
+$13.7K
$26.9K﹤0.01% 358
+235
+191%
+$17.6K
$26.9K﹤0.01% 5,931
+1,624
+38%
+$7.36K
$26.8K﹤0.01%
+825
 New
+$26.8K
$26.8K﹤0.01% 1,392
+664
+91%
+$12.8K
$26.7K﹤0.01% 767
+480
+167%
+$16.7K
$26.6K﹤0.01% 699
+118
+20%
+$4.48K
$26.5K﹤0.01% 2,130
+81
+4%
+$1.01K
$26.5K﹤0.01% 246
+9
+4%
+$968
$26.4K﹤0.01% 1,040––
$26.4K﹤0.01% 1,765
+585
+50%
+$8.74K
$26.3K﹤0.01% 1,203
-142
-11%
-$3.11K
$26.3K﹤0.01% 139
+54
+64%
+$10.2K
$26.3K﹤0.01% 516
+92
+22%
+$4.68K
$26.3K﹤0.01% 1,886
+696
+58%
+$9.69K
$26.2K﹤0.01% 664
+264
+66%
+$10.4K
$26.2K﹤0.01% 147
+45
+44%
+$8.01K
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