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
$17.8K﹤0.01% 265
+194
+273%
+$13K
$17.7K﹤0.01% 619
+187
+43%
+$5.36K
$17.7K﹤0.01% 186
+113
+155%
+$10.8K
$17.7K﹤0.01%
+1,325
 New
+$17.7K
$17.7K﹤0.01% 366
+340
+1,308%
+$16.4K
$17.5K﹤0.01% 438
+173
+65%
+$6.92K
$17.5K﹤0.01% 274
+175
+177%
+$11.2K
$17.5K﹤0.01% 224
-10
-4%
-$780
$17.5K﹤0.01% 750––
$17.4K﹤0.01% 1,866
-314
-14%
-$2.94K
$17.4K﹤0.01% 450
+37
+9%
+$1.43K
$17.4K﹤0.01% 483
+21
+5%
+$757
$17.4K﹤0.01% 339
-6
-2%
-$307
$17.4K﹤0.01% 419
-932
-69%
-$38.6K
$17.3K﹤0.01% 225
-18
-7%
-$1.39K
$17.3K﹤0.01% 85
-72
-46%
-$14.7K
$17.3K﹤0.01% 1,506
-133,362
-99%
-$1.53M
$17.3K﹤0.01% 164
+80
+95%
+$8.45K
$17.3K﹤0.01% 197
+98
+99%
+$8.61K
$17.2K﹤0.01% 18,500
-5,952
-24%
-$5.55K
$17.2K﹤0.01% 200
+96
+92%
+$8.27K
$17.2K﹤0.01% 280
+1
+0.4%
+$62
$17.2K﹤0.01% 78
-144
-65%
-$31.7K
$17.1K﹤0.01% 614
+109
+22%
+$3.04K
$17.1K﹤0.01% 436
+178
+69%
+$6.99K
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