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
$5.63M0.31%93,024
-1,049
-1%
-$63.4K
$5.34M0.29%72,747
+51,173
+237%
+$3.76M
$5.18M0.28%125,781 ––
$5.16M0.28%40,581
+1,650
+4%
+$210K
$5.15M0.28%196,234
+138,253
+238%
+$3.63M
$5.14M0.28%167,032
+8,728
+6%
+$268K
$5.05M0.28%13,993
-1,963
-12%
-$709K
$5.03M0.28%98,481
+14,662
+17%
+$748K
$4.83M0.27%80,788
+9,139
+13%
+$546K
$4.78M0.26%37,133
-1,725
-4%
-$222K
$4.77M0.26%71,945
+6,399
+10%
+$424K
$4.77M0.26%5,110
+665
+15%
+$620K
$4.7M0.26%15,205
-131
-0.9%
-$40.5K
$4.41M0.24%145,517
-3,644
-2%
-$110K
$4.41M0.24%167,213
+88,731
+113%
+$2.34M
$4.39M0.24%27,479
+5,994
+28%
+$958K
$4.3M0.24%36,183
+4,462
+14%
+$531K
$4.18M0.23%26,039
+524
+2%
+$84.1K
$4.16M0.23%5,042
+999
+25%
+$825K
$4.14M0.23%35,708
+4,307
+14%
+$499K
$4.08M0.22%103,563
-20
-0%
-$787
$4.06M0.22%23,793
+923
+4%
+$157K
$4.01M0.22%8,549
-772
-8%
-$362K
$3.99M0.22%5
-2
-29%
-$1.6M
$3.98M0.22%93,644
+2,558
+3%
+$109K
1 23456169