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
$23.8K﹤0.01% 3,355
+222
+7%
+$1.57K
$23.8K﹤0.01% 981
+363
+59%
+$8.8K
$23.8K﹤0.01% 845
+93
+12%
+$2.62K
$23.7K﹤0.01% 1,061––
$23.7K﹤0.01% 249
+3
+1%
+$286
$23.7K﹤0.01% 1,642
-162
-9%
-$2.33K
$23.6K﹤0.01% 2,304
+1,078
+88%
+$11K
$23.5K﹤0.01% 88
+31
+54%
+$8.29K
$23.5K﹤0.01% 442––
$23.5K﹤0.01% 345
+116
+51%
+$7.91K
$23.4K﹤0.01% 710––
$23.4K﹤0.01% 1,226
-1,237
-50%
-$23.6K
$23.4K﹤0.01% 257
-2
-0.8%
-$182
$23.3K﹤0.01% 425
+95
+29%
+$5.2K
$23.1K﹤0.01% 544
+7
+1%
+$297
$23.1K﹤0.01% 344
-97
-22%
-$6.51K
$23K﹤0.01% 411
-3
-0.7%
-$168
$23K﹤0.01% 807
+35
+5%
+$996
$22.9K﹤0.01% 910
+145
+19%
+$3.65K
$22.9K﹤0.01% 417
+142
+52%
+$7.79K
$22.9K﹤0.01% 1,035
+203
+24%
+$4.48K
$22.8K﹤0.01% 141
+30
+27%
+$4.85K
$22.8K﹤0.01% 188
+123
+189%
+$14.9K
$22.7K﹤0.01% 745
+427
+134%
+$13K
$22.7K﹤0.01% 2,454
+1,070
+77%
+$9.89K
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