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
$26.2K﹤0.01% 975
+215
+28%
+$5.79K
$26.2K﹤0.01% 155
-3
-2%
-$507
$26.2K﹤0.01% 2,364
+1,321
+127%
+$14.6K
$26.2K﹤0.01% 1,322
+470
+55%
+$9.3K
$26.1K﹤0.01% 381
+1
+0.3%
+$69
$26.1K﹤0.01% 116
+100
+625%
+$22.5K
$26.1K﹤0.01% 4,502
+3,981
+764%
+$23.1K
$26K﹤0.01% 179
+163
+1,019%
+$23.7K
$26K﹤0.01% 938
+163
+21%
+$4.52K
$25.9K﹤0.01% 1,875
+1,590
+558%
+$22K
$25.9K﹤0.01% 243
+142
+141%
+$15.1K
$25.8K﹤0.01% 90
+44
+96%
+$12.6K
$25.8K﹤0.01% 356
+184
+107%
+$13.3K
$25.8K﹤0.01% 965
+281
+41%
+$7.51K
$25.7K﹤0.01% 753
+680
+932%
+$23.2K
$25.7K﹤0.01% 112
+35
+45%
+$8.04K
$25.7K﹤0.01%
+3,022
 New
+$25.7K
$25.7K﹤0.01% 2,992
+2,528
+545%
+$21.7K
$25.6K﹤0.01% 1,788
+1,578
+751%
+$22.6K
$25.5K﹤0.01% 4,455
+3,677
+473%
+$21.1K
$25.5K﹤0.01% 1,275
-2,772
-69%
-$55.4K
$25.5K﹤0.01% 817
+813
+20,325%
+$25.4K
$25.5K﹤0.01% 314
+133
+73%
+$10.8K
$25.5K﹤0.01% 1,694
+1,166
+221%
+$17.5K
$25.4K﹤0.01% 473
+182
+63%
+$9.79K
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