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
$46.1K0%701
+174
+33%
+$11.4K
$45.5K0%2,155
-45
-2%
-$950
$45.4K0%1,386
+178
+15%
+$5.83K
$45.3K0%80
+39
+95%
+$22.1K
$45.2K0%1,045
+324
+45%
+$14K
$44.9K0%4,250 ––
$44.9K0%1,482
+1,119
+308%
+$33.9K
$44.8K0%3,289
-875
-21%
-$11.9K
$44.7K0%516
+103
+25%
+$8.92K
$44.7K0%1,683
-79
-4%
-$2.1K
$44.6K0%1,066 ––
$44.4K0%372 ––
$44.4K0%471
+417
+772%
+$39.3K
$44.4K0%497
+391
+369%
+$34.9K
$44.3K0%562
+6
+1%
+$473
$44.2K0%938
+853
+1,004%
+$40.2K
$44.1K0%386
+289
+298%
+$33K
$44K0%1,000 New
+$44K
$43.6K0%549
-559
-50%
-$44.4K
$43.5K0%437
+317
+264%
+$31.6K
$43.4K0%5,276
+495
+10%
+$4.07K
$43.3K0%3,112
+1,674
+116%
+$23.3K
$43.3K0%1,242
-3,211
-72%
-$112K
$43.2K0%342
+131
+62%
+$16.6K
$43.2K0%1,119
+305
+37%
+$11.8K
1 5051525354169