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
$20.7K﹤0.01% 325––
$20.7K﹤0.01% 2,118
-3,224
-60%
-$31.4K
$20.6K﹤0.01% 2,168
+1,581
+269%
+$15K
$20.6K﹤0.01% 2,514
+1,484
+144%
+$12.1K
$20.6K﹤0.01% 300––
$20.5K﹤0.01% 626
+558
+821%
+$18.2K
$20.4K﹤0.01% 4,278
+1,175
+38%
+$5.62K
$20.4K﹤0.01%
+619
 New
+$20.4K
$20.4K﹤0.01% 853
+781
+1,085%
+$18.7K
$20.4K﹤0.01% 472
+244
+107%
+$10.5K
$20.4K﹤0.01% 2,697
+1,709
+173%
+$12.9K
$20.4K﹤0.01% 438
+419
+2,205%
+$19.5K
$20.3K﹤0.01% 1,662
+1,504
+952%
+$18.4K
$20.3K﹤0.01% 1,184
-141
-11%
-$2.42K
$20.3K﹤0.01% 735
+486
+195%
+$13.4K
$20.3K﹤0.01% 2,265
+1,195
+112%
+$10.7K
$20.3K﹤0.01% 754
+169
+29%
+$4.54K
$20.2K﹤0.01% 1,727
+1,454
+533%
+$17K
$20.2K﹤0.01% 1,721
-1,338
-44%
-$15.7K
$20.2K﹤0.01% 1,166
+1,091
+1,455%
+$18.9K
$20.1K﹤0.01% 1,894
+352
+23%
+$3.74K
$20.1K﹤0.01% 683
+504
+282%
+$14.9K
$20.1K﹤0.01% 1,231
+1,001
+435%
+$16.4K
$20.1K﹤0.01% 58
-1
-2%
-$347
$20.1K﹤0.01% 511
+505
+8,417%
+$19.9K
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