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
$1.54K0%299
+40
+15%
+$206
$1.53K0%137
+42
+44%
+$468
$1.52K0%64
+41
+178%
+$974
$1.52K0%21
+16
+320%
+$1.16K
$1.52K0%466 ––
$1.52K0%77
+15
+24%
+$296
$1.52K0%53
+2
+4%
+$57
$1.52K0%500
+460
+1,150%
+$1.39K
$1.51K0%21
+9
+75%
+$647
$1.51K0%87
+41
+89%
+$710
$1.51K0%134
+95
+244%
+$1.07K
$1.51K0%328
-864
-72%
-$3.97K
$1.5K0%193
+149
+339%
+$1.16K
$1.5K0%38 New
+$1.5K
$1.49K0%219 New
+$1.49K
$1.49K0%86
+1
+1%
+$17
$1.49K0%36 ––
$1.49K0%223
+136
+156%
+$907
$1.48K0%172
+113
+192%
+$975
$1.48K0%501
+323
+181%
+$955
$1.48K0%113 New
+$1.48K
$1.48K0%50
+3
+6%
+$89
$1.48K0%36
-5
-12%
-$205
$1.46K0%237
+52
+28%
+$320
$1.45K0%118 New
+$1.45K
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