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
$24.7K﹤0.01% 1,322
+1,071
+427%
+$20K
$24.7K﹤0.01%
+1,844
 New
+$24.7K
$24.6K﹤0.01% 253
+2
+0.8%
+$195
$24.6K﹤0.01% 334
+164
+96%
+$12.1K
$24.6K﹤0.01% 110
+13
+13%
+$2.91K
$24.6K﹤0.01% 1,195
+663
+125%
+$13.6K
$24.5K﹤0.01% 757
+722
+2,063%
+$23.4K
$24.5K﹤0.01% 384
-1,912
-83%
-$122K
$24.5K﹤0.01% 521
+482
+1,236%
+$22.7K
$24.4K﹤0.01% 934
+24
+3%
+$627
$24.4K﹤0.01% 995
+437
+78%
+$10.7K
$24.4K﹤0.01% 761
-721
-49%
-$23.1K
$24.3K﹤0.01% 804
+302
+60%
+$9.14K
$24.3K﹤0.01% 870
+339
+64%
+$9.48K
$24.3K﹤0.01% 914
+797
+681%
+$21.2K
$24.3K﹤0.01% 378
-17
-4%
-$1.09K
$24.3K﹤0.01% 838
+400
+91%
+$11.6K
$24.2K﹤0.01% 900
+417
+86%
+$11.2K
$24.2K﹤0.01% 5,044
-326
-6%
-$1.56K
$24.1K﹤0.01% 318
+243
+324%
+$18.5K
$24.1K﹤0.01% 1,239
+1,136
+1,103%
+$22.1K
$24.1K﹤0.01% 1,115
+984
+751%
+$21.3K
$24.1K﹤0.01% 683
-17
-2%
-$600
$24K﹤0.01% 1,082
+1,040
+2,476%
+$23.1K
$24K﹤0.01% 760
+715
+1,589%
+$22.6K
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