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
$24.8K﹤0.01% 910
+24
+3%
+$655
$24.7K﹤0.01% 3,988
+599
+18%
+$3.71K
$24.7K﹤0.01% 59
+29
+97%
+$12.2K
$24.7K﹤0.01% 1,532
+345
+29%
+$5.56K
$24.7K﹤0.01%
+251
 New
+$24.7K
$24.6K﹤0.01% 743
+146
+24%
+$4.84K
$24.5K﹤0.01% 679
+87
+15%
+$3.15K
$24.5K﹤0.01%
+527
 New
+$24.5K
$24.5K﹤0.01% 508
+174
+52%
+$8.41K
$24.5K﹤0.01% 411
+290
+240%
+$17.3K
$24.4K﹤0.01% 2,438
+2,259
+1,262%
+$22.6K
$24.4K﹤0.01% 158
+33
+26%
+$5.09K
$24.2K﹤0.01% 101
-7
-6%
-$1.68K
$24.2K﹤0.01% 228
+49
+27%
+$5.2K
$24.2K﹤0.01% 713
+6
+0.9%
+$204
$24.1K﹤0.01% 1,188––
$24.1K﹤0.01% 380
+1
+0.3%
+$63
$24K﹤0.01% 147
-62
-30%
-$10.1K
$24K﹤0.01% 1,019
-23
-2%
-$542
$23.9K﹤0.01% 545
-15
-3%
-$659
$23.9K﹤0.01% 894
+29
+3%
+$775
$23.9K﹤0.01% 490
+41
+9%
+$2K
$23.9K﹤0.01% 488
+180
+58%
+$8.8K
$23.8K﹤0.01% 643
-213
-25%
-$7.9K
$23.8K﹤0.01% 1,806
-57
-3%
-$752
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