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
$25.4K﹤0.01% 1,321
+378
+40%
+$7.28K
$25.4K﹤0.01% 2,782
+1,404
+102%
+$12.8K
$25.4K﹤0.01% 2,158
+2,040
+1,729%
+$24K
$25.3K﹤0.01% 766
+673
+724%
+$22.2K
$25.3K﹤0.01% 3,695
+1,853
+101%
+$12.7K
$25.3K﹤0.01% 1,061––
$25.3K﹤0.01% 3,470
+3,347
+2,721%
+$24.4K
$25.2K﹤0.01% 513
+487
+1,873%
+$24K
$25.2K﹤0.01% 911
+532
+140%
+$14.7K
$25.2K﹤0.01% 564
+473
+520%
+$21.1K
$25.2K﹤0.01% 1,311
+993
+312%
+$19.1K
$25.1K﹤0.01% 1,130
+772
+216%
+$17.1K
$25.1K﹤0.01% 447
+189
+73%
+$10.6K
$25.1K﹤0.01% 1,045
+485
+87%
+$11.6K
$25K﹤0.01% 1,647
+1,582
+2,434%
+$24K
$25K﹤0.01% 202
+197
+3,940%
+$24.3K
$24.9K﹤0.01% 266
+36
+16%
+$3.38K
$24.9K﹤0.01% 505
+4
+0.8%
+$197
$24.9K﹤0.01% 572
+362
+172%
+$15.8K
$24.9K﹤0.01% 470
+205
+77%
+$10.8K
$24.9K﹤0.01% 160
+92
+135%
+$14.3K
$24.8K﹤0.01% 924
-95
-9%
-$2.56K
$24.8K﹤0.01% 4,672
+4,480
+2,333%
+$23.8K
$24.8K﹤0.01% 354
+53
+18%
+$3.71K
$24.7K﹤0.01% 2,190
+40
+2%
+$451
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