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

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
$3690%20
+16
+400%
+$295
$3660%35
+32
+1,067%
+$335
$3660%49 New
+$366
$3650%1,508 New
+$365
$3640%48 New
+$364
$3640%182
+72
+65%
+$144
$3620%29
+25
+625%
+$312
$3620%37 New
+$362
$3610%35
-35
-50%
-$361
$3600%22
+19
+633%
+$311
$3600%11
-7
-39%
-$229
$3590%258 New
+$359
$3590%395
+390
+7,800%
+$354
$3580%3
-1
-25%
-$119
$3510%624 New
+$351
$3500%96 New
+$350
$3470%116 New
+$347
$3440%190
-316
-62%
-$572
$3440%103 New
+$344
$3420%6 New
+$342
$3410%11 New
+$341
$3400%337
$3390%81 New
+$339
$3300%530 New
+$330
$3290%299