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
$26.9K﹤0.01% 788
-226
-22%
-$7.73K
$26.9K﹤0.01% 296
+246
+492%
+$22.4K
$26.8K﹤0.01% 646
+609
+1,646%
+$25.3K
$26.8K﹤0.01% 8,685
+4,353
+100%
+$13.5K
$26.8K﹤0.01% 1,040––
$26.8K﹤0.01% 2,540
+1,880
+285%
+$19.8K
$26.8K﹤0.01% 243
-90
-27%
-$9.91K
$26.7K﹤0.01%
+1,948
 New
+$26.7K
$26.7K﹤0.01% 222
+108
+95%
+$13K
$26.7K﹤0.01% 1,420
+333
+31%
+$6.25K
$26.6K﹤0.01% 245
+179
+271%
+$19.5K
$26.6K﹤0.01% 490
+50
+11%
+$2.72K
$26.6K﹤0.01% 641
+565
+743%
+$23.5K
$26.6K﹤0.01% 822
+125
+18%
+$4.05K
$26.6K﹤0.01% 804
+381
+90%
+$12.6K
$26.6K﹤0.01% 1,737
+1,227
+241%
+$18.8K
$26.5K﹤0.01% 300
+8
+3%
+$708
$26.5K﹤0.01% 1,993
+860
+76%
+$11.4K
$26.3K﹤0.01% 1,750––
$26.3K﹤0.01% 1,355
+1,033
+321%
+$20.1K
$26.3K﹤0.01%
+264
 New
+$26.3K
$26.3K﹤0.01% 384
-124
-24%
-$8.49K
$26.3K﹤0.01% 786
+755
+2,435%
+$25.2K
$26.3K﹤0.01% 1,480
+1,215
+458%
+$21.6K
$26.2K﹤0.01% 415
+384
+1,239%
+$24.3K
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