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
$15.7K0%852
+216
+34%
+$3.99K
$15.7K0%313
+60
+24%
+$3.01K
$15.7K0%1,186
-3,687
-76%
-$48.7K
$15.7K0%347
+115
+50%
+$5.19K
$15.6K0%1,465
+317
+28%
+$3.39K
$15.6K0%79
+41
+108%
+$8.1K
$15.6K0%137
+40
+41%
+$4.55K
$15.5K0%49
-209
-81%
-$66.3K
$15.5K0%636
-12
-2%
-$293
$15.5K0%5,471
+35
+0.6%
+$99
$15.5K0%383
-344
-47%
-$13.9K
$15.4K0%769 ––
$15.4K0%604
+326
+117%
+$8.33K
$15.4K0%54
+17
+46%
+$4.86K
$15.4K0%430
+395
+1,129%
+$14.1K
$15.4K0%1,943
+98
+5%
+$776
$15.4K0%490
-24
-5%
-$753
$15.4K0%584 ––
$15.3K0%513
+83
+19%
+$2.48K
$15.3K0%1,011
-257
-20%
-$3.9K
$15.3K0%540
+365
+209%
+$10.4K
$15.2K0%575
-80
-12%
-$2.12K
$15.2K0%405
-574
-59%
-$21.6K
$15.2K0%183
-625
-77%
-$52K
$15.2K0%773
+484
+167%
+$9.52K
1 7273747576169