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
$15.7K﹤0.01% 852
+216
+34%
+$3.99K
$15.7K﹤0.01% 313
+60
+24%
+$3.01K
$15.7K﹤0.01% 1,186
-3,687
-76%
-$48.7K
$15.7K﹤0.01% 347
+115
+50%
+$5.19K
$15.6K﹤0.01% 1,465
+317
+28%
+$3.39K
$15.6K﹤0.01% 79
+41
+108%
+$8.1K
$15.6K﹤0.01% 137
+40
+41%
+$4.55K
$15.5K﹤0.01% 49
-209
-81%
-$66.3K
$15.5K﹤0.01% 636
-12
-2%
-$293
$15.5K﹤0.01% 5,471
+35
+0.6%
+$99
$15.5K﹤0.01% 383
-344
-47%
-$13.9K
$15.4K﹤0.01% 769––
$15.4K﹤0.01% 604
+326
+117%
+$8.33K
$15.4K﹤0.01% 54
+17
+46%
+$4.86K
$15.4K﹤0.01% 430
+395
+1,129%
+$14.1K
$15.4K﹤0.01% 1,943
+98
+5%
+$776
$15.4K﹤0.01% 490
-24
-5%
-$753
$15.4K﹤0.01% 584––
$15.3K﹤0.01% 513
+83
+19%
+$2.48K
$15.3K﹤0.01% 1,011
-257
-20%
-$3.9K
$15.3K﹤0.01% 540
+365
+209%
+$10.4K
$15.2K﹤0.01% 575
-80
-12%
-$2.12K
$15.2K﹤0.01% 405
-574
-59%
-$21.6K
$15.2K﹤0.01% 183
-625
-77%
-$52K
$15.2K﹤0.01% 773
+484
+167%
+$9.52K
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