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
$27.7K﹤0.01% 68
+55
+423%
+$22.4K
$27.6K﹤0.01% 1,524
+1,390
+1,037%
+$25.2K
$27.6K﹤0.01% 3,317
+2,944
+789%
+$24.5K
$27.6K﹤0.01% 348
+225
+183%
+$17.9K
$27.5K﹤0.01% 590
+369
+167%
+$17.2K
$27.5K﹤0.01% 1,900
+1,498
+373%
+$21.7K
$27.5K﹤0.01% 2,691
+2,397
+815%
+$24.5K
$27.5K﹤0.01% 1,638
+1,621
+9,535%
+$27.2K
$27.5K﹤0.01% 416
+326
+362%
+$21.5K
$27.5K﹤0.01% 1,219––
$27.5K﹤0.01% 419
-673
-62%
-$44.1K
$27.4K﹤0.01% 454
+269
+145%
+$16.2K
$27.3K﹤0.01% 3,524
+3,476
+7,242%
+$27K
$27.3K﹤0.01% 174
+155
+816%
+$24.4K
$27.3K﹤0.01% 3,735
+1,357
+57%
+$9.93K
$27.3K﹤0.01% 843––
$27.3K﹤0.01% 575
-363
-39%
-$17.2K
$27.3K﹤0.01% 462
+197
+74%
+$11.6K
$27.2K﹤0.01%
+150
 New
+$27.2K
$27.1K﹤0.01% 1,548
+1,210
+358%
+$21.2K
$27.1K﹤0.01% 527
+323
+158%
+$16.6K
$27.1K﹤0.01% 437
+371
+562%
+$23K
$27.1K﹤0.01% 710––
$27.1K﹤0.01% 831
+741
+823%
+$24.1K
$27K﹤0.01% 186
+49
+36%
+$7.1K
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