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
$23.1K﹤0.01% 1,202
+525
+78%
+$10.1K
$23.1K﹤0.01% 511––
$23.1K﹤0.01% 1,977
-1,258
-39%
-$14.7K
$23K﹤0.01% 924
+637
+222%
+$15.9K
$23K﹤0.01% 506
+459
+977%
+$20.9K
$23K﹤0.01% 500
+161
+47%
+$7.41K
$23K﹤0.01% 467
+420
+894%
+$20.7K
$23K﹤0.01% 1,785
+1,157
+184%
+$14.9K
$22.9K﹤0.01% 977
+856
+707%
+$20K
$22.8K﹤0.01% 564
+525
+1,346%
+$21.3K
$22.8K﹤0.01% 129
+28
+28%
+$4.95K
$22.8K﹤0.01% 1,049
+788
+302%
+$17.1K
$22.7K﹤0.01% 3,060
+2,945
+2,561%
+$21.9K
$22.7K﹤0.01% 1,755
+1,129
+180%
+$14.6K
$22.7K﹤0.01% 311
-15
-5%
-$1.1K
$22.7K﹤0.01% 1,314
+254
+24%
+$4.38K
$22.6K﹤0.01% 2,402
+2,102
+701%
+$19.8K
$22.6K﹤0.01% 332
-132
-28%
-$8.97K
$22.5K﹤0.01% 1,598
+587
+58%
+$8.26K
$22.4K﹤0.01% 584
+237
+68%
+$9.09K
$22.4K﹤0.01% 330
+294
+817%
+$20K
$22.4K﹤0.01% 2,281
+2,093
+1,113%
+$20.5K
$22.3K﹤0.01% 135
+130
+2,600%
+$21.5K
$22.3K﹤0.01% 636
+90
+16%
+$3.15K
$22.3K﹤0.01% 812
+663
+445%
+$18.2K
1 8687888990177