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
$16.7K﹤0.01% 584
+564
+2,820%
+$16.1K
$16.7K﹤0.01% 3,111
+2,975
+2,188%
+$16K
$16.7K﹤0.01% 947
+824
+670%
+$14.5K
$16.7K﹤0.01% 559
+382
+216%
+$11.4K
$16.7K﹤0.01% 2,792
+2,252
+417%
+$13.4K
$16.7K﹤0.01% 266
-224
-46%
-$14K
$16.7K﹤0.01%
+5,208
 New
+$16.7K
$16.7K﹤0.01% 1,035
+847
+451%
+$13.6K
$16.7K﹤0.01% 216
+94
+77%
+$7.25K
$16.6K﹤0.01% 584––
$16.6K﹤0.01%
+558
 New
+$16.6K
$16.5K﹤0.01% 711
+645
+977%
+$15K
$16.5K﹤0.01% 1,904
+1,879
+7,516%
+$16.3K
$16.5K﹤0.01% 508
+439
+636%
+$14.3K
$16.5K﹤0.01% 676
+356
+111%
+$8.7K
$16.5K﹤0.01% 487
+341
+234%
+$11.5K
$16.4K﹤0.01% 307
+1
+0.3%
+$54
$16.4K﹤0.01% 105
+71
+209%
+$11.1K
$16.4K﹤0.01% 1,342
+1,068
+390%
+$13.1K
$16.4K﹤0.01% 919
+832
+956%
+$14.8K
$16.4K﹤0.01% 279
+276
+9,200%
+$16.2K
$16.4K﹤0.01% 558
+411
+280%
+$12.1K
$16.3K﹤0.01% 1,585
+1,580
+31,600%
+$16.3K
$16.3K﹤0.01%
+1,480
 New
+$16.3K
$16.3K﹤0.01% 811
-170
-17%
-$3.42K
1 96979899100177