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
$19.2K﹤0.01% 376
-116
-24%
-$5.93K
$19.2K﹤0.01%
+300
 New
+$19.2K
$19.2K﹤0.01% 230
+39
+20%
+$3.26K
$19.2K﹤0.01% 684
+18
+3%
+$505
$19.1K﹤0.01% 142
-23
-14%
-$3.09K
$19.1K﹤0.01% 781
+270
+53%
+$6.59K
$19.1K﹤0.01% 1,110
+498
+81%
+$8.55K
$19K﹤0.01% 1,453
+410
+39%
+$5.38K
$19K﹤0.01% 798
-90
-10%
-$2.15K
$19K﹤0.01% 968––
$19K﹤0.01% 2,378
+91
+4%
+$726
$19K﹤0.01% 282
+169
+150%
+$11.4K
$19K﹤0.01% 657
+126
+24%
+$3.64K
$19K﹤0.01% 431
+128
+42%
+$5.63K
$18.9K﹤0.01% 4,434
+59
+1%
+$252
$18.9K﹤0.01% 325––
$18.9K﹤0.01% 85
-8
-9%
-$1.78K
$18.9K﹤0.01% 502
+322
+179%
+$12.1K
$18.9K﹤0.01% 943
-202
-18%
-$4.04K
$18.8K﹤0.01% 3,602
+3,081
+591%
+$16.1K
$18.8K﹤0.01% 521
-13
-2%
-$469
$18.7K﹤0.01%
+796
 New
+$18.7K
$18.7K﹤0.01% 1,065––
$18.7K﹤0.01% 151
-10
-6%
-$1.24K
$18.7K﹤0.01% 894
+696
+352%
+$14.5K
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