EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
This Quarter Return
-0.96%
1 Year Return
+22.38%
3 Year Return
+69.95%
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
$14.8K﹤0.01% 456––
$14.7K﹤0.01% 4,786
+591
+14%
+$1.82K
$14.7K﹤0.01% 160
-30
-16%
-$2.76K
$14.6K﹤0.01% 114
+10
+10%
+$1.29K
$14.6K﹤0.01% 3,033
+541
+22%
+$2.61K
$14.6K﹤0.01% 456––
$14.5K﹤0.01% 192
-16
-8%
-$1.21K
$14.5K﹤0.01% 250
+121
+94%
+$7.03K
$14.5K﹤0.01% 161
-49
-23%
-$4.42K
$14.5K﹤0.01% 67
+50
+294%
+$10.8K
$14.3K﹤0.01% 364
+291
+399%
+$11.4K
$14.3K﹤0.01% 77
+7
+10%
+$1.3K
$14.3K﹤0.01%
+252
 New
+$14.3K
$14.3K﹤0.01% 744
+137
+23%
+$2.63K
$14.2K﹤0.01% 834
+77
+10%
+$1.32K
$14.2K﹤0.01% 373
+138
+59%
+$5.26K
$14.2K﹤0.01%
+226
 New
+$14.2K
$14.2K﹤0.01% 477
+372
+354%
+$11.1K
$14.2K﹤0.01% 93
-248
-73%
-$37.8K
$14.1K﹤0.01% 675
+63
+10%
+$1.32K
$14.1K﹤0.01% 417
-198
-32%
-$6.69K
$14K﹤0.01% 388
+234
+152%
+$8.45K
$14K﹤0.01% 531
+95
+22%
+$2.5K
$14K﹤0.01% 365
+240
+192%
+$9.2K
$14K﹤0.01% 625
+18
+3%
+$403
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