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
$19.1K﹤0.01% 2,618
+510
+24%
+$3.71K
$19K﹤0.01% 400––
$19K﹤0.01% 690
-820
-54%
-$22.6K
$19K﹤0.01% 1,065––
$18.9K﹤0.01%
+410
 New
+$18.9K
$18.9K﹤0.01% 1,747
-119
-6%
-$1.28K
$18.8K﹤0.01% 5,203
+259
+5%
+$938
$18.8K﹤0.01% 1,633
+1,496
+1,092%
+$17.2K
$18.8K﹤0.01% 449
+282
+169%
+$11.8K
$18.8K﹤0.01% 508
-171
-25%
-$6.31K
$18.7K﹤0.01% 4,774
+3,881
+435%
+$15.2K
$18.7K﹤0.01%
+2,155
 New
+$18.7K
$18.7K﹤0.01% 448
+290
+184%
+$12.1K
$18.7K﹤0.01% 81
+16
+25%
+$3.69K
$18.7K﹤0.01% 103
+86
+506%
+$15.6K
$18.7K﹤0.01% 287
+113
+65%
+$7.34K
$18.7K﹤0.01% 4,640
+3,715
+402%
+$14.9K
$18.6K﹤0.01% 233
+227
+3,783%
+$18.1K
$18.6K﹤0.01% 867
-185
-18%
-$3.97K
$18.6K﹤0.01% 103
+67
+186%
+$12.1K
$18.6K﹤0.01% 1,076
+1,002
+1,354%
+$17.3K
$18.6K﹤0.01% 776
+3
+0.4%
+$72
$18.6K﹤0.01% 241
+126
+110%
+$9.7K
$18.6K﹤0.01% 350
-1,309
-79%
-$69.4K
$18.5K﹤0.01% 739
+492
+199%
+$12.3K
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