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
$13.1K﹤0.01% 86
+13
+18%
+$1.98K
$13.1K﹤0.01% 836
-5
-0.6%
-$78
$13.1K﹤0.01% 919
+245
+36%
+$3.48K
$13K﹤0.01% 129––
$13K﹤0.01% 510
+53
+12%
+$1.35K
$13K﹤0.01% 25
+9
+56%
+$4.68K
$13K﹤0.01% 161
+97
+152%
+$7.82K
$13K﹤0.01% 165
+59
+56%
+$4.64K
$12.9K﹤0.01% 1,842––
$12.9K﹤0.01% 434
+81
+23%
+$2.42K
$12.9K﹤0.01% 2,122
-64
-3%
-$390
$12.9K﹤0.01% 191
+174
+1,024%
+$11.8K
$12.9K﹤0.01% 1,324
+1,221
+1,185%
+$11.9K
$12.9K﹤0.01% 132
-13
-9%
-$1.27K
$12.9K﹤0.01% 314
+246
+362%
+$10.1K
$12.8K﹤0.01% 207
+9
+5%
+$558
$12.8K﹤0.01% 7,294
-704
-9%
-$1.24K
$12.8K﹤0.01% 3,275
+1,115
+52%
+$4.37K
$12.8K﹤0.01% 300––
$12.7K﹤0.01% 472
+2
+0.4%
+$54
$12.7K﹤0.01% 812
+36
+5%
+$564
$12.7K﹤0.01% 736
+3
+0.4%
+$52
$12.7K﹤0.01% 150
+11
+8%
+$930
$12.6K﹤0.01% 171
+103
+151%
+$7.6K
$12.6K﹤0.01% 169
+33
+24%
+$2.46K
1 7778798081170