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
$2.74K0%193
+116
+151%
+$1.64K
$2.73K0%37 ––
$2.73K0%215
+55
+34%
+$698
$2.73K0%336
+105
+45%
+$853
$2.72K0%79
+29
+58%
+$998
$2.72K0%131
+70
+115%
+$1.45K
$2.71K0%44 ––
$2.71K0%53
+15
+39%
+$766
$2.7K0%165 New
+$2.7K
$2.7K0%294
-104
-26%
-$954
$2.69K0%76
+72
+1,800%
+$2.55K
$2.69K0%134
+30
+29%
+$603
$2.69K0%712 ––
$2.69K0%32
-3
-9%
-$252
$2.68K0%11
-32
-74%
-$7.79K
$2.67K0%241
+9
+4%
+$100
$2.66K0%100 New
+$2.66K
$2.65K0%37 New
+$2.65K
$2.65K0%126
-21
-14%
-$441
$2.65K0%709
+512
+260%
+$1.91K
$2.65K0%100 ––
$2.64K0%66
+48
+267%
+$1.92K
$2.64K0%234
-34
-13%
-$383
$2.63K0%133
-33
-20%
-$654
$2.63K0%143
-33
-19%
-$607
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