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
$26.1K﹤0.01% 1,438
+153
+12%
+$2.78K
$26.1K﹤0.01% 420
-15,035
-97%
-$934K
$26.1K﹤0.01% 731
+62
+9%
+$2.21K
$26K﹤0.01% 843––
$25.9K﹤0.01% 485
-484
-50%
-$25.9K
$25.8K﹤0.01% 2,506
-468
-16%
-$4.82K
$25.7K﹤0.01% 3,615
+503
+16%
+$3.58K
$25.6K﹤0.01% 165
+15
+10%
+$2.33K
$25.6K﹤0.01% 362
+62
+21%
+$4.38K
$25.5K﹤0.01% 1,014
+893
+738%
+$22.4K
$25.3K﹤0.01% 2,949
-21,652
-88%
-$186K
$25.3K﹤0.01% 228
+109
+92%
+$12.1K
$25.3K﹤0.01% 518
-397
-43%
-$19.4K
$25.3K﹤0.01% 379
+143
+61%
+$9.53K
$25.2K﹤0.01% 498
-1,332
-73%
-$67.5K
$25.2K﹤0.01%
+779
 New
+$25.2K
$25.2K﹤0.01% 464
-56
-11%
-$3.04K
$25K﹤0.01% 13
+3
+30%
+$5.78K
$25K﹤0.01% 286
+6
+2%
+$524
$24.9K﹤0.01% 1,750––
$24.9K﹤0.01% 239
+22
+10%
+$2.29K
$24.9K﹤0.01%
+501
 New
+$24.9K
$24.9K﹤0.01% 148
+37
+33%
+$6.22K
$24.9K﹤0.01% 659
-12,302
-95%
-$464K
$24.8K﹤0.01% 348
+48
+16%
+$3.43K
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