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
$14K0%111
+67
+152%
+$8.44K
$14K0%273
-4,517
-94%
-$231K
$14K0%138
+10
+8%
+$1.01K
$13.9K0%1,154
-65
-5%
-$785
$13.9K0%1,020 ––
$13.9K0%150
-1,365
-90%
-$126K
$13.8K0%43
+20
+87%
+$6.44K
$13.8K0%713
+11
+2%
+$213
$13.8K0%388
+46
+13%
+$1.64K
$13.8K0%704
-22
-3%
-$432
$13.8K0%416 ––
$13.8K0%266
+106
+66%
+$5.5K
$13.8K0%70
+7
+11%
+$1.38K
$13.7K0%713
+32
+5%
+$617
$13.7K0%306
+246
+410%
+$11.1K
$13.7K0%480
-93
-16%
-$2.66K
$13.7K0%382
+124
+48%
+$4.45K
$13.7K0%155
+16
+12%
+$1.41K
$13.7K0%567
+189
+50%
+$4.57K
$13.7K0%73
-198
-73%
-$37.1K
$13.6K0%988
-251
-20%
-$3.45K
$13.6K0%293
+17
+6%
+$788
$13.6K0%677
+51
+8%
+$1.02K
$13.5K0%631
-5,237
-89%
-$112K
$13.5K0%176
+41
+30%
+$3.15K
1 7576777879169