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
$13.5K﹤0.01% 197
-17
-8%
-$1.17K
$13.5K﹤0.01% 5
+1
+25%
+$2.7K
$13.5K﹤0.01% 483
+109
+29%
+$3.04K
$13.5K﹤0.01% 82
-75
-48%
-$12.3K
$13.4K﹤0.01% 115
-65
-36%
-$7.59K
$13.4K﹤0.01% 696
+250
+56%
+$4.82K
$13.4K﹤0.01% 46
+9
+24%
+$2.62K
$13.4K﹤0.01% 1,415
-5
-0.4%
-$47
$13.4K﹤0.01% 924
+513
+125%
+$7.44K
$13.4K﹤0.01% 93
-15
-14%
-$2.16K
$13.3K﹤0.01% 583
+7
+1%
+$160
$13.3K﹤0.01% 170
+21
+14%
+$1.64K
$13.3K﹤0.01% 172
+135
+365%
+$10.4K
$13.2K﹤0.01% 116
+82
+241%
+$9.36K
$13.2K﹤0.01% 68
+6
+10%
+$1.17K
$13.2K﹤0.01% 2,922
-2
-0.1%
-$9
$13.2K﹤0.01% 1,518
-802
-35%
-$6.99K
$13.2K﹤0.01% 861
-8,304
-91%
-$128K
$13.2K﹤0.01% 1,035
-20,110
-95%
-$257K
$13.2K﹤0.01% 89
+1
+1%
+$148
$13.2K﹤0.01% 522
-11
-2%
-$278
$13.1K﹤0.01% 907
+224
+33%
+$3.25K
$13.1K﹤0.01% 53
-322
-86%
-$79.7K
$13.1K﹤0.01% 177
+29
+20%
+$2.15K
$13.1K﹤0.01% 946
+677
+252%
+$9.38K
1 7677787980170