EWA

EverSource Wealth Advisors Portfolio holdings

AUM $1.82B
AUM
$1.82B
AUM Growth
+$40.5M
Cap. Flow
+$84.3M
Cap. Flow %
4.64%
Top 10 Hldgs %
21.53%
Holding
4,235
New
475
Increased
2,208
Reduced
1,004
Closed
216

Top Buys

1
$12.6M
2
$9.67M
3
$8.73M
4
$7.03M
5
$6.4M

Top Sells

1
$8.98M
2
$8.13M
3
$5.93M
4
$4.42M
5
$4.42M

Sector Composition

1Technology11.03%
2Financials6.39%
3Consumer Discretionary5.91%
4Industrials3.43%
5Healthcare2.84%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.2K0%187
+36
+24%
+$808
$4.19K0%582
+532
+1,064%
+$3.83K
$4.18K0%526 New
+$4.18K
$4.18K0%288
+207
+256%
+$3K
$4.18K0%38
+12
+46%
+$1.32K
$4.16K0%179
+36
+25%
+$836
$4.14K0%149
-32
-18%
-$890
$4.14K0%287
+147
+105%
+$2.12K
$4.12K0%124
-8
-6%
-$266
$4.12K0%353
+2
+0.6%
+$23
$4.12K0%88
+25
+40%
+$1.17K
$4.1K0%34
+13
+62%
+$1.57K
$4.06K0%130
+129
+12,900%
+$4.03K
$4.06K0%591
-4
-0.7%
-$27
$4.06K0%322 New
+$4.06K
$4.06K0%300 New
+$4.06K
$4.06K0%449
+21
+5%
+$190
$4.05K0%91
+55
+153%
+$2.45K
$4.04K0%72
-618
-90%
-$34.7K
$4.03K0%133 ––
$4.03K0%305
+149
+96%
+$1.97K
$4K0%128
-30
-19%
-$937
$3.99K0%171
+152
+800%
+$3.55K
$3.98K0%108
-214
-66%
-$7.89K
$3.98K0%308
+283
+1,132%
+$3.66K
1 102103104105106169