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
$97K0.01%1,237 ––
$96.9K0.01%6,700 ––
$96.7K0.01%2,943
+121
+4%
+$3.98K
$95.4K0.01%2,039
-47
-2%
-$2.2K
$94.5K0.01%947
+47
+5%
+$4.69K
$93.1K0.01%2,744
-1,478
-35%
-$50.2K
$92.7K0.01%3,209
+943
+42%
+$27.3K
$92.5K0.01%373
+32
+9%
+$7.93K
$92.2K0.01%615
+133
+28%
+$19.9K
$92.2K0.01%7,477 ––
$92K0.01%3,479
+1,864
+115%
+$49.3K
$91.7K0.01%2,479
+188
+8%
+$6.95K
$91.6K0.01%14,732
+369
+3%
+$2.3K
$91.4K0.01%1,400 New
+$91.4K
$91.4K0.01%2,972
+849
+40%
+$26.1K
$91.2K0.01%3,967
+2,013
+103%
+$46.3K
$90.9K0.01%1,833
+607
+50%
+$30.1K
$90.6K0.01%2,870
+1,228
+75%
+$38.8K
$90.5K0.01%340
+137
+67%
+$36.5K
$90.5K0.01%1,608
+325
+25%
+$18.3K
$90.4K0.01%697
-80
-10%
-$10.4K
$90.3K0.01%896
+49
+6%
+$4.94K
$90K0%689
+113
+20%
+$14.8K
$89.9K0%550
+421
+326%
+$68.8K
$89.9K0%2,224
-144
-6%
-$5.82K
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