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
$16.3K﹤0.01% 2,779
+2,588
+1,355%
+$15.2K
$16.3K﹤0.01% 4,546
+4,465
+5,512%
+$16K
$16.2K﹤0.01% 1,027
+729
+245%
+$11.5K
$16.2K﹤0.01% 539
+501
+1,318%
+$15.1K
$16.2K﹤0.01% 492
-78
-14%
-$2.57K
$16.2K﹤0.01% 842
+697
+481%
+$13.4K
$16.2K﹤0.01% 6,229
+6,208
+29,562%
+$16.1K
$16.2K﹤0.01% 501
+445
+795%
+$14.4K
$16K﹤0.01% 1,231
+615
+100%
+$7.99K
$16K﹤0.01% 769––
$16K﹤0.01% 338
+111
+49%
+$5.24K
$15.9K﹤0.01% 66
+55
+500%
+$13.3K
$15.9K﹤0.01% 325
-90
-22%
-$4.41K
$15.9K﹤0.01% 184
-40
-18%
-$3.45K
$15.8K﹤0.01% 1,474
+616
+72%
+$6.62K
$15.8K﹤0.01% 1,002
+755
+306%
+$11.9K
$15.8K﹤0.01% 654
-1,366
-68%
-$33.1K
$15.8K﹤0.01% 74
-6
-8%
-$1.28K
$15.7K﹤0.01%
+267
 New
+$15.7K
$15.7K﹤0.01% 1,535
+1,097
+250%
+$11.2K
$15.6K﹤0.01% 1,520
+1,352
+805%
+$13.9K
$15.6K﹤0.01% 5,932
+3,441
+138%
+$9.05K
$15.6K﹤0.01% 6,781
+6,308
+1,334%
+$14.5K
$15.6K﹤0.01% 247
-5
-2%
-$315
$15.6K﹤0.01%
+1,826
 New
+$15.6K
1 979899100101177