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
$20.1K﹤0.01% 601
+146
+32%
+$4.88K
$20K﹤0.01% 455
-451
-50%
-$19.8K
$20K﹤0.01% 174
+101
+138%
+$11.6K
$20K﹤0.01% 702
+664
+1,747%
+$18.9K
$20K﹤0.01% 559
+2
+0.4%
+$71
$19.9K﹤0.01% 427
-89
-17%
-$4.16K
$19.9K﹤0.01% 189
+176
+1,354%
+$18.5K
$19.9K﹤0.01% 1,384
+477
+53%
+$6.85K
$19.8K﹤0.01% 1,318
+506
+62%
+$7.62K
$19.8K﹤0.01% 644
+501
+350%
+$15.4K
$19.8K﹤0.01% 620
-17
-3%
-$542
$19.7K﹤0.01% 1,164
+1,137
+4,211%
+$19.3K
$19.7K﹤0.01% 2,253––
$19.7K﹤0.01% 354
+3
+0.9%
+$167
$19.7K﹤0.01% 287
+95
+49%
+$6.52K
$19.7K﹤0.01% 742
+570
+331%
+$15.1K
$19.7K﹤0.01% 803
+143
+22%
+$3.5K
$19.7K﹤0.01% 1,854
+1,598
+624%
+$16.9K
$19.6K﹤0.01% 2,372
+2,292
+2,865%
+$19K
$19.6K﹤0.01% 300
+176
+142%
+$11.5K
$19.6K﹤0.01% 407––
$19.6K﹤0.01% 728
+675
+1,274%
+$18.2K
$19.6K﹤0.01% 5,930
+5,311
+858%
+$17.5K
$19.5K﹤0.01% 3,969
-465
-10%
-$2.29K
$19.4K﹤0.01% 839
+740
+747%
+$17.1K
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