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
$24K﹤0.01% 587
+570
+3,353%
+$23.3K
$24K﹤0.01% 879
+181
+26%
+$4.93K
$23.9K﹤0.01% 5,781
-1,415
-20%
-$5.86K
$23.9K﹤0.01% 547
+498
+1,016%
+$21.8K
$23.9K﹤0.01% 980
+880
+880%
+$21.5K
$23.9K﹤0.01% 987
+860
+677%
+$20.8K
$23.8K﹤0.01% 987
+404
+69%
+$9.76K
$23.8K﹤0.01% 3,177
+2,919
+1,131%
+$21.9K
$23.7K﹤0.01% 455
+390
+600%
+$20.3K
$23.7K﹤0.01% 329
+197
+149%
+$14.2K
$23.7K﹤0.01% 425
+383
+912%
+$21.3K
$23.6K﹤0.01% 967
+271
+39%
+$6.63K
$23.6K﹤0.01% 212
+68
+47%
+$7.57K
$23.6K﹤0.01% 800––
$23.5K﹤0.01% 350
-650
-65%
-$43.6K
$23.4K﹤0.01% 827
+720
+673%
+$20.4K
$23.4K﹤0.01% 870
+800
+1,143%
+$21.5K
$23.3K﹤0.01% 1,316
+313
+31%
+$5.54K
$23.3K﹤0.01% 2,411
-538
-18%
-$5.19K
$23.2K﹤0.01% 671
+454
+209%
+$15.7K
$23.2K﹤0.01% 3,331
+3,325
+55,417%
+$23.2K
$23.2K﹤0.01%
+3,990
 New
+$23.2K
$23.1K﹤0.01% 2,874
+2,873
+287,300%
+$23.1K
$23.1K﹤0.01% 195––
$23.1K﹤0.01% 339––
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