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

1Technology11.05%
2Financials6.39%
3Consumer Discretionary5.9%
4Industrials3.43%
5Healthcare2.84%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$983K0.05%9,830
+433
+5%
+$43.3K
$982K0.05%5,462
+1,252
+30%
+$225K
$960K0.05%37,839
+1,227
+3%
+$31.1K
$959K0.05%4,341
+513
+13%
+$113K
$958K0.05%5,531
+647
+13%
+$112K
$954K0.05%33,659
+3,389
+11%
+$96K
$948K0.05%2,783
+35
+1%
+$11.9K
$945K0.05%6,303
-3,151
-33%
-$472K
$944K0.05%3,025
-1,594
-35%
-$497K
$931K0.05%5,501
+224
+4%
+$37.9K
$923K0.05%19,445
+4,418
+29%
+$210K
$923K0.05%31,391
+3,594
+13%
+$106K
$910K0.05%6,894
+598
+10%
+$79K
$909K0.05%9,214
+212
+2%
+$20.9K
$902K0.05%7,637
-6,977
-48%
-$824K
$901K0.05%1,132
+84
+8%
+$66.9K
$899K0.05%6,400
-42,232
-87%
-$5.93M
$898K0.05%18,008
-6,164
-26%
-$307K
$880K0.05%14,517
-2,248
-13%
-$136K
$873K0.05%11,066
-14,339
-56%
-$1.13M
$868K0.05%3,749
+658
+21%
+$152K
$864K0.05%30,416 ––
$862K0.05%2,549
+42
+2%
+$14.2K
$850K0.05%2,780
+293
+12%
+$89.5K
$847K0.05%6,601
+411
+7%
+$52.7K
1 910111213169