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
$21.5K﹤0.01% 5,964
+3,787
+174%
+$13.7K
$21.5K﹤0.01% 466
+418
+871%
+$19.3K
$21.5K﹤0.01% 4,908
+1,633
+50%
+$7.15K
$21.5K﹤0.01% 5,020
+3,831
+322%
+$16.4K
$21.5K﹤0.01% 130
+44
+51%
+$7.26K
$21.4K﹤0.01% 66
+36
+120%
+$11.7K
$21.3K﹤0.01% 1,127
+1,120
+16,000%
+$21.2K
$21.3K﹤0.01% 573
+432
+306%
+$16.1K
$21.3K﹤0.01% 339
+177
+109%
+$11.1K
$21.3K﹤0.01% 1,460
+586
+67%
+$8.56K
$21.3K﹤0.01%
+2,074
 New
+$21.3K
$21.2K﹤0.01% 3,430
+508
+17%
+$3.13K
$21.2K﹤0.01% 869
+475
+121%
+$11.6K
$21.1K﹤0.01% 659
+176
+36%
+$5.63K
$21K﹤0.01% 4,443
+2,123
+92%
+$10K
$21K﹤0.01% 751
+618
+465%
+$17.3K
$20.9K﹤0.01% 810
-581
-42%
-$15K
$20.9K﹤0.01% 685
+588
+606%
+$18K
$20.9K﹤0.01% 968
-717
-43%
-$15.5K
$20.9K﹤0.01% 796––
$20.9K﹤0.01% 48
+23
+92%
+$9.99K
$20.8K﹤0.01% 1,037
+570
+122%
+$11.5K
$20.8K﹤0.01%
+688
 New
+$20.8K
$20.8K﹤0.01% 1,249
+1,237
+10,308%
+$20.6K
$20.7K﹤0.01% 1,474
+667
+83%
+$9.37K
1 8889909192177