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
$17.3K﹤0.01% 267
+127
+91%
+$8.23K
$17.3K﹤0.01% 608
+526
+641%
+$15K
$17.3K﹤0.01% 460
+376
+448%
+$14.1K
$17.2K﹤0.01% 313
+254
+431%
+$14K
$17.2K﹤0.01% 717
+70
+11%
+$1.68K
$17.2K﹤0.01% 418
+367
+720%
+$15.1K
$17.2K﹤0.01% 274––
$17.2K﹤0.01% 119
+95
+396%
+$13.7K
$17.2K﹤0.01% 2,148
+806
+60%
+$6.44K
$17.2K﹤0.01%
+520
 New
+$17.2K
$17.1K﹤0.01% 1,200––
$17.1K﹤0.01%
+332
 New
+$17.1K
$17.1K﹤0.01% 1,012
+385
+61%
+$6.49K
$17K﹤0.01% 1,514
+313
+26%
+$3.52K
$17K﹤0.01% 225
+162
+257%
+$12.3K
$17K﹤0.01% 1,889
-1,265
-40%
-$11.4K
$17K﹤0.01% 1,212
+978
+418%
+$13.7K
$17K﹤0.01% 132
+37
+39%
+$4.77K
$17K﹤0.01% 241
+126
+110%
+$8.89K
$16.9K﹤0.01% 313
+203
+185%
+$11K
$16.9K﹤0.01% 1,470
+1,174
+397%
+$13.5K
$16.8K﹤0.01% 352
-301
-46%
-$14.4K
$16.8K﹤0.01% 2,735
+2,234
+446%
+$13.7K
$16.8K﹤0.01% 493
+3
+0.6%
+$102
$16.7K﹤0.01% 383
+341
+812%
+$14.9K
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