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
$422K0.02%2,036
+531
+35%
+$110K
$419K0.02%17,619 New
+$419K
$418K0.02%1,271
+374
+42%
+$123K
$418K0.02%3,731
+1,332
+56%
+$149K
$413K0.02%2,260
-25
-1%
-$4.57K
$406K0.02%21,415
-2,730
-11%
-$51.8K
$404K0.02%5,511
+328
+6%
+$24K
$403K0.02%1,518
+479
+46%
+$127K
$402K0.02%4,100
-8,115
-66%
-$796K
$401K0.02%8,779
-35
-0.4%
-$1.6K
$400K0.02%10,165
+130
+1%
+$5.11K
$398K0.02%3,926
+143
+4%
+$14.5K
$395K0.02%12,539
-903
-7%
-$28.5K
$392K0.02%5,173
+1,467
+40%
+$111K
$391K0.02%2,292
+132
+6%
+$22.5K
$386K0.02%3,537
+738
+26%
+$80.6K
$380K0.02%2,369
+217
+10%
+$34.8K
$379K0.02%16,701
+5,145
+45%
+$117K
$378K0.02%1,523
+356
+31%
+$88.3K
$378K0.02%1,357
-412
-23%
-$115K
$372K0.02%4,284
+1,408
+49%
+$122K
$372K0.02%12,624
+428
+4%
+$12.6K
$371K0.02%3,336
+635
+24%
+$70.6K
$370K0.02%3,374
+219
+7%
+$24K
$370K0.02%1,309
-32
-2%
-$9.04K
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