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
$15.2K﹤0.01% 1,707
+1,192
+231%
+$10.6K
$15.1K﹤0.01% 1,350––
$15.1K﹤0.01% 825
-482
-37%
-$8.83K
$15.1K﹤0.01% 438
+311
+245%
+$10.7K
$15.1K﹤0.01% 373
+229
+159%
+$9.26K
$15.1K﹤0.01% 429––
$15K﹤0.01% 164
-90
-35%
-$8.24K
$15K﹤0.01% 497
+153
+44%
+$4.62K
$15K﹤0.01% 2,078
+665
+47%
+$4.8K
$15K﹤0.01% 1,276
+171
+15%
+$2.01K
$15K﹤0.01% 102
+46
+82%
+$6.75K
$15K﹤0.01% 1,500––
$15K﹤0.01% 655
+169
+35%
+$3.86K
$14.9K﹤0.01% 286
+249
+673%
+$13K
$14.9K﹤0.01% 1,726
+403
+30%
+$3.49K
$14.9K﹤0.01% 1,133
-151
-12%
-$1.99K
$14.9K﹤0.01% 560
+382
+215%
+$10.2K
$14.9K﹤0.01% 83
+26
+46%
+$4.66K
$14.8K﹤0.01% 1,800––
$14.8K﹤0.01% 633
-4,665
-88%
-$109K
$14.8K﹤0.01% 94
+30
+47%
+$4.73K
$14.8K﹤0.01% 647
+335
+107%
+$7.67K
$14.8K﹤0.01% 573
+246
+75%
+$6.35K
$14.8K﹤0.01% 429
+39
+10%
+$1.35K
$14.8K﹤0.01% 159
-5
-3%
-$465
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