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
$16.5K﹤0.01% 4,944
+16
+0.3%
+$53
$16.5K﹤0.01% 1,035
+566
+121%
+$9K
$16.5K﹤0.01%
+570
 New
+$16.5K
$16.4K﹤0.01% 335
+201
+150%
+$9.86K
$16.4K﹤0.01% 181
+96
+113%
+$8.67K
$16.3K﹤0.01% 258
+226
+706%
+$14.3K
$16.3K﹤0.01% 278
+55
+25%
+$3.23K
$16.3K﹤0.01% 528
+299
+131%
+$9.21K
$16.3K﹤0.01% 336
-329
-49%
-$15.9K
$16.2K﹤0.01% 303
+114
+60%
+$6.11K
$16.2K﹤0.01% 273
+2
+0.7%
+$119
$16.2K﹤0.01% 998
-174
-15%
-$2.82K
$16.2K﹤0.01% 277
-12
-4%
-$701
$16.2K﹤0.01% 1,078
+665
+161%
+$9.98K
$16.2K﹤0.01% 161
+39
+32%
+$3.92K
$16.1K﹤0.01% 89
-580
-87%
-$105K
$16.1K﹤0.01% 332
+3
+0.9%
+$145
$16K﹤0.01% 282
+60
+27%
+$3.41K
$16K﹤0.01% 1,200––
$16K﹤0.01% 2,500
-1,059
-30%
-$6.77K
$16K﹤0.01% 48
+20
+71%
+$6.65K
$15.9K﹤0.01% 1,753
-1
-0.1%
-$9
$15.8K﹤0.01% 103
+31
+43%
+$4.76K
$15.8K﹤0.01%
+607
 New
+$15.8K
$15.8K﹤0.01% 509
+487
+2,214%
+$15.1K
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