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
$345K0.02%3,580
+1,100
+44%
+$106K
$344K0.02%543
+73
+16%
+$46.3K
$342K0.02%4,409
-2,559
-37%
-$198K
$340K0.02%7,901
-973
-11%
-$41.8K
$340K0.02%1,498
+381
+34%
+$86.4K
$338K0.02%2,558
+635
+33%
+$84K
$338K0.02%726
+167
+30%
+$77.7K
$336K0.02%12,151
-956
-7%
-$26.4K
$333K0.02%8,803
+2,438
+38%
+$92.3K
$331K0.02%2,048
+290
+17%
+$46.8K
$330K0.02%2,006
+343
+21%
+$56.5K
$330K0.02%12,990
+2,221
+21%
+$56.4K
$330K0.02%5,053
-710
-12%
-$46.3K
$328K0.02%9,383
-1,735
-16%
-$60.6K
$326K0.02%3,188
+440
+16%
+$45.1K
$326K0.02%1,960
-69
-3%
-$11.5K
$325K0.02%3,592
-89,800
-96%
-$8.13M
$325K0.02%6,008
+1,436
+31%
+$77.7K
$324K0.02%6,898
+2,333
+51%
+$110K
$323K0.02%3,863
+1,622
+72%
+$135K
$322K0.02%5,314
+1,132
+27%
+$68.7K
$322K0.02%1,382
+165
+14%
+$38.4K
$321K0.02%4,966
+1,334
+37%
+$86.3K
$320K0.02%1,351
+247
+22%
+$58.5K
$319K0.02%11,190
+1,655
+17%
+$47.2K
1 1819202122169