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
$59.8K0%385
+243
+171%
+$37.7K
$59.7K0%1,042
+254
+32%
+$14.5K
$59.6K0%892
+292
+49%
+$19.5K
$59.4K0%1,191
+650
+120%
+$32.4K
$59.4K0%820
+438
+115%
+$31.7K
$59.3K0%6,118
+1,123
+22%
+$10.9K
$59.3K0%1,784
+1,327
+290%
+$44.1K
$59.2K0%783
+155
+25%
+$11.7K
$59.2K0%2,388
+52
+2%
+$1.29K
$59.1K0%1,252
+825
+193%
+$38.9K
$59K0%4,400 ––
$58.8K0%4,200
+200
+5%
+$2.8K
$58.6K0%3,015
+1,472
+95%
+$28.6K
$58.6K0%719
+65
+10%
+$5.3K
$58.6K0%652
+145
+29%
+$13K
$58.4K0%599
-455
-43%
-$44.4K
$58.3K0%1,461
-2,078
-59%
-$83K
$58.2K0%2,891
+2,788
+2,707%
+$56.1K
$58K0%330
+133
+68%
+$23.4K
$58K0%863
+245
+40%
+$16.5K
$57.6K0%598
+248
+71%
+$23.9K
$57.5K0%1,114
+135
+14%
+$6.96K
$57K0%749
+62
+9%
+$4.72K
$56.8K0%581
+71
+14%
+$6.95K
$56.7K0%1,117
+346
+45%
+$17.6K
1 4546474849169