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
$665K0.04%2,445
+390
+19%
+$106K
$662K0.04%2,481
+962
+63%
+$257K
$660K0.04%8,753 New
+$660K
$654K0.04%1,756
+287
+20%
+$107K
$652K0.04%33,378
-31,369
-48%
-$613K
$646K0.04%3,241
-2,396
-43%
-$478K
$645K0.04%29,201
-9,010
-24%
-$199K
$643K0.04%19,315
+12,514
+184%
+$416K
$641K0.04%4,154
+1,587
+62%
+$245K
$640K0.04%1,141
+191
+20%
+$107K
$638K0.04%6,226
-638
-9%
-$65.3K
$634K0.03%22,042
-1,897
-8%
-$54.5K
$632K0.03%28,021
+18,507
+195%
+$418K
$631K0.03%11,681
-1,563
-12%
-$84.4K
$624K0.03%8,787
+3,429
+64%
+$243K
$623K0.03%10,379
+639
+7%
+$38.4K
$616K0.03%1,044
+166
+19%
+$97.9K
$614K0.03%12,350
+7,276
+143%
+$362K
$608K0.03%11,746
+7,613
+184%
+$394K
$605K0.03%6,679
-13,090
-66%
-$1.19M
$595K0.03%11,351
+2,253
+25%
+$118K
$591K0.03%2,422
-4,453
-65%
-$1.09M
$590K0.03%2,199
-465
-17%
-$125K
$578K0.03%8,122
-494
-6%
-$35.2K
$576K0.03%1,061
-120
-10%
-$65.1K
1 1213141516169