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
$20.3K﹤0.01%
+470
 New
+$20.3K
$20.3K﹤0.01% 172
+105
+157%
+$12.4K
$20.2K﹤0.01% 427
+47
+12%
+$2.22K
$20.1K﹤0.01% 1,052
-2
-0.2%
-$38
$20.1K﹤0.01% 620––
$20.1K﹤0.01% 400––
$20.1K﹤0.01% 491
-40
-8%
-$1.64K
$20.1K﹤0.01% 707
+172
+32%
+$4.89K
$20K﹤0.01% 487
-2,685
-85%
-$111K
$20K﹤0.01% 354
-311
-47%
-$17.6K
$20K﹤0.01% 697
+264
+61%
+$7.58K
$19.9K﹤0.01% 323
+235
+267%
+$14.5K
$19.9K﹤0.01% 973
+27
+3%
+$551
$19.8K﹤0.01% 775
+59
+8%
+$1.51K
$19.8K﹤0.01% 723
+129
+22%
+$3.53K
$19.7K﹤0.01%
+351
 New
+$19.7K
$19.7K﹤0.01% 2,247
+132
+6%
+$1.16K
$19.5K﹤0.01% 3,732
+119
+3%
+$621
$19.4K﹤0.01% 489
+11
+2%
+$437
$19.4K﹤0.01% 455
+94
+26%
+$4.01K
$19.4K﹤0.01% 250
+163
+187%
+$12.7K
$19.4K﹤0.01% 265
+5
+2%
+$366
$19.3K﹤0.01% 1,729
-207
-11%
-$2.32K
$19.3K﹤0.01% 1,665
+1,284
+337%
+$14.9K
$19.3K﹤0.01% 407
-125
-24%
-$5.94K
1 6667686970169