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
$28.7K﹤0.01%
+1,967
 New
+$28.7K
$28.7K﹤0.01% 659––
$28.7K﹤0.01% 4,157
+1,426
+52%
+$9.84K
$28.6K﹤0.01% 331
+306
+1,224%
+$26.5K
$28.5K﹤0.01% 345
+297
+619%
+$24.5K
$28.5K﹤0.01% 796
+416
+109%
+$14.9K
$28.5K﹤0.01% 406
+288
+244%
+$20.2K
$28.4K﹤0.01% 521
+351
+206%
+$19.2K
$28.4K﹤0.01% 146
+34
+30%
+$6.61K
$28.4K﹤0.01% 825––
$28.4K﹤0.01% 481
+203
+73%
+$12K
$28.3K﹤0.01% 653
-78
-11%
-$3.38K
$28.3K﹤0.01% 18,500––
$28.2K﹤0.01% 935
+507
+118%
+$15.3K
$28.1K﹤0.01% 300––
$28K﹤0.01% 1,025
+285
+39%
+$7.8K
$28K﹤0.01% 2,795
+1,238
+80%
+$12.4K
$28K﹤0.01% 556
+253
+84%
+$12.7K
$27.9K﹤0.01% 2,195––
$27.9K﹤0.01% 232
+167
+257%
+$20.1K
$27.9K﹤0.01% 2,161
+55
+3%
+$710
$27.9K﹤0.01% 947
+867
+1,084%
+$25.5K
$27.8K﹤0.01% 913
+593
+185%
+$18.1K
$27.8K﹤0.01% 534
+355
+198%
+$18.5K
$27.7K﹤0.01% 188
+2
+1%
+$295
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