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
$17.1K﹤0.01% 380
+15
+4%
+$676
$17.1K﹤0.01% 585
+63
+12%
+$1.84K
$17.1K﹤0.01% 321
-1
-0.3%
-$53
$17.1K﹤0.01% 957
+698
+270%
+$12.5K
$17.1K﹤0.01% 2,108
+158
+8%
+$1.28K
$17.1K﹤0.01% 101
-13
-11%
-$2.2K
$17K﹤0.01% 149
+137
+1,142%
+$15.6K
$17K﹤0.01% 403
+72
+22%
+$3.03K
$17K﹤0.01% 3,031
-55
-2%
-$308
$17K﹤0.01% 870––
$16.9K﹤0.01% 455
-62
-12%
-$2.3K
$16.9K﹤0.01% 896––
$16.9K﹤0.01% 597
+517
+646%
+$14.6K
$16.9K﹤0.01% 1,542
+565
+58%
+$6.19K
$16.9K﹤0.01% 291
-170
-37%
-$9.86K
$16.9K﹤0.01%
+278
 New
+$16.9K
$16.8K﹤0.01% 190
+28
+17%
+$2.48K
$16.8K﹤0.01% 237
+129
+119%
+$9.14K
$16.8K﹤0.01% 329
+221
+205%
+$11.3K
$16.7K﹤0.01% 223
-354
-61%
-$26.5K
$16.7K﹤0.01% 814
+94
+13%
+$1.93K
$16.7K﹤0.01% 976
+763
+358%
+$13K
$16.5K﹤0.01% 1,706
+316
+23%
+$3.06K
$16.5K﹤0.01% 1,060
+822
+345%
+$12.8K
$16.5K﹤0.01% 1,041
+9
+0.9%
+$142
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