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
$22.2K﹤0.01% 835
-262
-24%
-$6.96K
$22.1K﹤0.01% 1,811
+1,380
+320%
+$16.9K
$22.1K﹤0.01% 465
+324
+230%
+$15.4K
$22.1K﹤0.01% 1,002
+503
+101%
+$11.1K
$22.1K﹤0.01% 659
+271
+70%
+$9.09K
$22K﹤0.01%
+11,307
 New
+$22K
$22K﹤0.01% 433
+53
+14%
+$2.7K
$22K﹤0.01% 1,310
+334
+34%
+$5.62K
$22K﹤0.01% 522
+1
+0.2%
+$42
$22K﹤0.01% 1,367
+1,131
+479%
+$18.2K
$21.9K﹤0.01% 319
+150
+89%
+$10.3K
$21.9K﹤0.01% 156
+63
+68%
+$8.86K
$21.9K﹤0.01% 620––
$21.9K﹤0.01% 343
+263
+329%
+$16.8K
$21.8K﹤0.01% 279
+258
+1,229%
+$20.2K
$21.8K﹤0.01% 523
+512
+4,655%
+$21.3K
$21.7K﹤0.01% 700
-706
-50%
-$21.9K
$21.7K﹤0.01% 238
-209
-47%
-$19K
$21.7K﹤0.01%
+666
 New
+$21.7K
$21.6K﹤0.01% 979
+6
+0.6%
+$133
$21.6K﹤0.01% 332
+269
+427%
+$17.5K
$21.6K﹤0.01% 1,822
-121
-6%
-$1.44K
$21.6K﹤0.01% 6,586
+1,800
+38%
+$5.9K
$21.6K﹤0.01% 1,334
+224
+20%
+$3.62K
$21.6K﹤0.01% 1,357
+1,244
+1,101%
+$19.8K
1 8788899091177