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
$19.4K﹤0.01% 1,259
+1,182
+1,535%
+$18.2K
$19.4K﹤0.01%
+6,317
 New
+$19.4K
$19.4K﹤0.01% 3,840
+238
+7%
+$1.2K
$19.4K﹤0.01%
+3,913
 New
+$19.4K
$19.3K﹤0.01% 989
+863
+685%
+$16.8K
$19.3K﹤0.01% 2,820
-6,843
-71%
-$46.7K
$19.3K﹤0.01% 453
+380
+521%
+$16.2K
$19.2K﹤0.01% 1,209
+768
+174%
+$12.2K
$19.2K﹤0.01% 1,579
+38
+2%
+$463
$19.2K﹤0.01% 425
+245
+136%
+$11.1K
$19.2K﹤0.01% 92
+24
+35%
+$5.02K
$19.2K﹤0.01% 1,290
+547
+74%
+$8.15K
$19.2K﹤0.01% 1,117
+678
+154%
+$11.7K
$19.2K﹤0.01% 394
+339
+616%
+$16.5K
$19.2K﹤0.01% 968––
$19.2K﹤0.01% 284
+4
+1%
+$270
$19.2K﹤0.01% 769
+378
+97%
+$9.42K
$19.2K﹤0.01% 496
-165
-25%
-$6.37K
$19.1K﹤0.01% 2,784
+2,545
+1,065%
+$17.5K
$19.1K﹤0.01% 873
+854
+4,495%
+$18.7K
$19.1K﹤0.01%
+3,209
 New
+$19.1K
$19.1K﹤0.01% 321––
$19.1K﹤0.01% 492
+179
+57%
+$6.94K
$19.1K﹤0.01% 251
+112
+81%
+$8.51K
$19.1K﹤0.01% 2,137
+1,351
+172%
+$12.1K
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