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
4,234
New
475
Increased
2,207
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
$18.6K﹤0.01% 1,297
-66
-5%
-$946
$18.5K﹤0.01% 322
-52
-14%
-$2.99K
$18.5K﹤0.01% 144
+31
+27%
+$3.97K
$18.4K﹤0.01% 344
-2
-0.6%
-$107
$18.4K﹤0.01% 940
-317
-25%
-$6.21K
$18.4K﹤0.01% 315
+125
+66%
+$7.3K
$18.4K﹤0.01% 198
-5
-2%
-$464
$18.3K﹤0.01% 2,253––
$18.3K﹤0.01% 1,541
-85
-5%
-$1.01K
$18.3K﹤0.01% 1,738
+964
+125%
+$10.1K
$18.2K﹤0.01% 232––
$18.1K﹤0.01% 500
+499
+49,900%
+$18.1K
$18.1K﹤0.01% 557––
$18.1K﹤0.01% 97
+3
+3%
+$558
$18K﹤0.01% 382
+277
+264%
+$13.1K
$18K﹤0.01% 80
-7
-8%
-$1.58K
$18K﹤0.01% 188
+8
+4%
+$765
$18K﹤0.01% 1,252
+502
+67%
+$7.21K
$17.9K﹤0.01% 660
-584
-47%
-$15.9K
$17.9K﹤0.01% 1,557
+48
+3%
+$552
$17.9K﹤0.01% 3,216
+2,310
+255%
+$12.9K
$17.9K﹤0.01% 535
-86,159
-99%
-$2.88M
$17.9K﹤0.01% 157
+52
+50%
+$5.92K
$17.8K﹤0.01% 1,019
+18
+2%
+$315
$17.8K﹤0.01% 41
+5
+14%
+$2.17K
1 6869707172169