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
$18.5K﹤0.01% 364
+177
+95%
+$9.01K
$18.5K﹤0.01% 88
+75
+577%
+$15.8K
$18.4K﹤0.01% 62
+17
+38%
+$5.04K
$18.3K﹤0.01% 618
+446
+259%
+$13.2K
$18.3K﹤0.01% 944
+824
+687%
+$16K
$18.3K﹤0.01% 1,649
+962
+140%
+$10.7K
$18.3K﹤0.01% 2,008
-146
-7%
-$1.33K
$18.3K﹤0.01% 692
+361
+109%
+$9.54K
$18.3K﹤0.01% 508
+356
+234%
+$12.8K
$18.3K﹤0.01% 1,239
+1,212
+4,489%
+$17.9K
$18.2K﹤0.01% 338
-211
-38%
-$11.4K
$18.2K﹤0.01% 1,021
+280
+38%
+$4.99K
$18.2K﹤0.01% 603
+599
+14,975%
+$18K
$18.1K﹤0.01% 515
+470
+1,044%
+$16.5K
$18.1K﹤0.01% 750––
$18.1K﹤0.01% 74
+66
+825%
+$16.1K
$18K﹤0.01% 418
+361
+633%
+$15.6K
$18K﹤0.01% 1,123
+836
+291%
+$13.4K
$18K﹤0.01% 288
+271
+1,594%
+$16.9K
$18K﹤0.01% 301
+296
+5,920%
+$17.7K
$18K﹤0.01% 2,177
+1,288
+145%
+$10.6K
$17.9K﹤0.01% 523
+307
+142%
+$10.5K
$17.9K﹤0.01% 988
+652
+194%
+$11.8K
$17.9K﹤0.01% 615
+8
+1%
+$233
$17.9K﹤0.01% 1,377
+1,118
+432%
+$14.5K
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