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
$22.6K﹤0.01% 1,087
-59
-5%
-$1.23K
$22.5K﹤0.01% 479
-43
-8%
-$2.02K
$22.5K﹤0.01% 661
+380
+135%
+$12.9K
$22.4K﹤0.01% 900
+20
+2%
+$498
$22.4K﹤0.01% 2,731
-355
-12%
-$2.91K
$22.3K﹤0.01% 326
+193
+145%
+$13.2K
$22.3K﹤0.01% 384
+72
+23%
+$4.18K
$22.3K﹤0.01%
+395
 New
+$22.3K
$22.2K﹤0.01% 2,457
+349
+17%
+$3.16K
$22K﹤0.01% 800––
$22K﹤0.01% 1,488
-504
-25%
-$7.44K
$22K﹤0.01% 424
-3,671
-90%
-$190K
$22K﹤0.01% 527
+58
+12%
+$2.42K
$21.9K﹤0.01% 605
-76
-11%
-$2.75K
$21.9K﹤0.01% 698
+292
+72%
+$9.16K
$21.8K﹤0.01% 760
-406
-35%
-$11.7K
$21.8K﹤0.01% 633
-7
-1%
-$241
$21.8K﹤0.01% 415
-1,699
-80%
-$89.1K
$21.8K﹤0.01% 124
-15
-11%
-$2.63K
$21.7K﹤0.01% 2,150
+715
+50%
+$7.22K
$21.7K﹤0.01% 740
+371
+101%
+$10.9K
$21.6K﹤0.01% 564
+492
+683%
+$18.8K
$21.5K﹤0.01% 2,465
+2,291
+1,317%
+$20K
$21.5K﹤0.01% 440
+264
+150%
+$12.9K
$21.5K﹤0.01% 417
+200
+92%
+$10.3K
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