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
$8630%482
+479
+15,967%
+$858
$8630%150
+142
+1,775%
+$817
$8620%98
+93
+1,860%
+$818
$8610%730
+623
+582%
+$735
$8590%12
-679
-98%
-$48.6K
$8570%25
+10
+67%
+$343
$8560%616
+595
+2,833%
+$827
$8460%80
+42
+111%
+$444
$8440%100
-39
-28%
-$329
$8400%480 New
+$840
$8400%7 New
+$840
$8390%17 ––
$8320%105
+94
+855%
+$745
$8300%64 New
+$830
$8280%714 ––
$8260%135 New
+$826
$8200%88
+4
+5%
+$37
$8180%291
+230
+377%
+$647
$8180%74
+66
+825%
+$730
$8170%115
+61
+113%
+$433
$8140%81 New
+$814
$8140%38
-6
-14%
-$129
$8130%31 New
+$813
$8110%16 ––
$8090%570 New
+$809
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