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
$21.4K﹤0.01% 545
+116
+27%
+$4.55K
$21.4K﹤0.01% 4,089
+37
+0.9%
+$194
$21.3K﹤0.01% 511––
$21.3K﹤0.01% 339––
$21.3K﹤0.01% 1,003
+42
+4%
+$892
$21.3K﹤0.01% 612
+343
+128%
+$11.9K
$21.2K﹤0.01% 2,887
+443
+18%
+$3.26K
$21.2K﹤0.01% 2,154
-171
-7%
-$1.68K
$21K﹤0.01% 112
+6
+6%
+$1.13K
$21K﹤0.01% 495
+16
+3%
+$678
$20.9K﹤0.01% 2,404
+295
+14%
+$2.57K
$20.9K﹤0.01% 186
+157
+541%
+$17.7K
$20.9K﹤0.01% 139
-66
-32%
-$9.91K
$20.9K﹤0.01% 145
+27
+23%
+$3.89K
$20.8K﹤0.01% 179
+57
+47%
+$6.63K
$20.8K﹤0.01% 637
+72
+13%
+$2.35K
$20.7K﹤0.01% 546
-315
-37%
-$12K
$20.7K﹤0.01%
+195
 New
+$20.7K
$20.7K﹤0.01% 85
-41
-33%
-$9.99K
$20.7K﹤0.01% 315
+135
+75%
+$8.86K
$20.6K﹤0.01% 301
+87
+41%
+$5.97K
$20.6K﹤0.01% 272
+28
+11%
+$2.12K
$20.5K﹤0.01% 1,955
+180
+10%
+$1.89K
$20.4K﹤0.01% 577
+81
+16%
+$2.87K
$20.4K﹤0.01% 452
+151
+50%
+$6.82K
1 6566676869169