EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
This Quarter Return
+11.43%
1 Year Return
+22.38%
3 Year Return
+69.95%
5 Year Return
–
10 Year Return
–
AUM
$2.21B
AUM Growth
+$393M
Cap. Flow
+$239M
Cap. Flow %
10.78%
Top 10 Hldgs %
19.96%
Holding
4,418
New
397
Increased
2,759
Reduced
751
Closed
165

Top Buys

1
$29.5M
2
$28M
3
$9.83M
4
$9.77M
5
$8.19M

Top Sells

1
$10.6M
2
$5.34M
3
$4.93M
4
$4.76M
5
$4.57M

Sector Composition

1Technology12.57%
2Financials7.15%
3Consumer Discretionary5.78%
4Industrials3.77%
5Healthcare2.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$29.6K﹤0.01% 569
+24
+4%
+$1.25K
$29.6K﹤0.01% 834
+121
+17%
+$4.29K
$29.6K﹤0.01% 875
-25
-3%
-$845
$29.5K﹤0.01% 771
+604
+362%
+$23.1K
$29.5K﹤0.01% 12,248
+11,721
+2,224%
+$28.2K
$29.4K﹤0.01% 5,201
+3,138
+152%
+$17.8K
$29.4K﹤0.01% 2,187
+1,189
+119%
+$16K
$29.4K﹤0.01% 3,089
+2,815
+1,027%
+$26.8K
$29.3K﹤0.01% 284
+257
+952%
+$26.5K
$29.3K﹤0.01% 2,168
+38
+2%
+$513
$29.3K﹤0.01% 175
+151
+629%
+$25.3K
$29.3K﹤0.01% 819
+544
+198%
+$19.4K
$29.2K﹤0.01% 1,909
+1,680
+734%
+$25.7K
$29.2K﹤0.01% 919
-2,053
-69%
-$65.2K
$29.1K﹤0.01% 607
+493
+432%
+$23.6K
$29.1K﹤0.01% 750
+250
+50%
+$9.69K
$29K﹤0.01% 416
+191
+85%
+$13.3K
$29K﹤0.01% 948
+531
+127%
+$16.2K
$29K﹤0.01% 236
+202
+594%
+$24.8K
$28.9K﹤0.01% 1,238
+11
+0.9%
+$257
$28.9K﹤0.01% 1,029––
$28.8K﹤0.01% 952
+145
+18%
+$4.39K
$28.8K﹤0.01% 153
+121
+378%
+$22.8K
$28.8K﹤0.01% 3,481
+1,755
+102%
+$14.5K
$28.7K﹤0.01% 646
+102
+19%
+$4.54K
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