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
$17.8K﹤0.01% 2,500––
$17.8K﹤0.01% 7,274
+6,711
+1,192%
+$16.4K
$17.8K﹤0.01% 1,426
+1,124
+372%
+$14K
$17.8K﹤0.01% 377
+357
+1,785%
+$16.8K
$17.7K﹤0.01% 2,564
+2,471
+2,657%
+$17.1K
$17.7K﹤0.01% 282
+256
+985%
+$16.1K
$17.7K﹤0.01% 22,267
+20,781
+1,398%
+$16.5K
$17.7K﹤0.01% 435
+389
+846%
+$15.8K
$17.7K﹤0.01% 2,031
-373
-16%
-$3.24K
$17.6K﹤0.01% 571
+183
+47%
+$5.65K
$17.6K﹤0.01% 123
-38
-24%
-$5.45K
$17.6K﹤0.01% 1,015
+995
+4,975%
+$17.3K
$17.6K﹤0.01%
+538
 New
+$17.6K
$17.6K﹤0.01% 332
+309
+1,343%
+$16.4K
$17.6K﹤0.01% 478
+205
+75%
+$7.53K
$17.6K﹤0.01% 265
+148
+127%
+$9.81K
$17.6K﹤0.01% 599
+597
+29,850%
+$17.5K
$17.5K﹤0.01% 651
-62
-9%
-$1.67K
$17.5K﹤0.01% 278––
$17.4K﹤0.01% 528––
$17.4K﹤0.01% 4,549
+4,152
+1,046%
+$15.9K
$17.4K﹤0.01% 2,682
+1,652
+160%
+$10.7K
$17.4K﹤0.01% 135
+130
+2,600%
+$16.7K
$17.4K﹤0.01%
+713
 New
+$17.4K
$17.3K﹤0.01% 336––
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