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
$14K﹤0.01% 111
+67
+152%
+$8.44K
$14K﹤0.01% 273
-4,517
-94%
-$231K
$14K﹤0.01% 138
+10
+8%
+$1.01K
$13.9K﹤0.01% 1,154
-65
-5%
-$785
$13.9K﹤0.01% 1,020––
$13.9K﹤0.01% 150
-1,365
-90%
-$126K
$13.8K﹤0.01% 43
+20
+87%
+$6.44K
$13.8K﹤0.01% 388
+46
+13%
+$1.64K
$13.8K﹤0.01% 713
+11
+2%
+$213
$13.8K﹤0.01% 704
-22
-3%
-$432
$13.8K﹤0.01% 416––
$13.8K﹤0.01% 266
+106
+66%
+$5.5K
$13.8K﹤0.01% 70
+7
+11%
+$1.38K
$13.7K﹤0.01% 713
+32
+5%
+$617
$13.7K﹤0.01% 306
+246
+410%
+$11.1K
$13.7K﹤0.01% 480
-93
-16%
-$2.66K
$13.7K﹤0.01% 382
+124
+48%
+$4.45K
$13.7K﹤0.01% 155
+16
+12%
+$1.41K
$13.7K﹤0.01% 567
+189
+50%
+$4.57K
$13.7K﹤0.01% 73
-198
-73%
-$37.1K
$13.6K﹤0.01% 988
-251
-20%
-$3.45K
$13.6K﹤0.01% 293
+17
+6%
+$788
$13.6K﹤0.01% 677
+51
+8%
+$1.02K
$13.5K﹤0.01% 631
-5,237
-89%
-$112K
$13.5K﹤0.01% 176
+41
+30%
+$3.15K
1 7576777879170