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
$24.8K0%910
+24
+3%
+$655
$24.7K0%3,988
+599
+18%
+$3.71K
$24.7K0%59
+29
+97%
+$12.2K
$24.7K0%1,532
+345
+29%
+$5.56K
$24.7K0%251 New
+$24.7K
$24.6K0%743
+146
+24%
+$4.84K
$24.5K0%679
+87
+15%
+$3.15K
$24.5K0%527 New
+$24.5K
$24.5K0%508
+174
+52%
+$8.41K
$24.5K0%411
+290
+240%
+$17.3K
$24.4K0%2,438
+2,259
+1,262%
+$22.6K
$24.4K0%158
+33
+26%
+$5.09K
$24.2K0%101
-7
-6%
-$1.68K
$24.2K0%228
+49
+27%
+$5.2K
$24.2K0%713
+6
+0.9%
+$204
$24.1K0%1,188 ––
$24.1K0%380
+1
+0.3%
+$63
$24K0%147
-62
-30%
-$10.1K
$24K0%1,019
-23
-2%
-$542
$23.9K0%545
-15
-3%
-$659
$23.9K0%894
+29
+3%
+$775
$23.9K0%490
+41
+9%
+$2K
$23.9K0%488
+180
+58%
+$8.8K
$23.8K0%643
-213
-25%
-$7.9K
$23.8K0%1,806
-57
-3%
-$752
1 6263646566169