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
$1.66M0.09%33,955
+12,616
+59%
+$615K
$1.63M0.09%12,907
-258
-2%
-$32.5K
$1.62M0.09%63,503 New
+$1.62M
$1.6M0.09%45,061
+20,326
+82%
+$722K
$1.6M0.09%19,396
-34
-0.2%
-$2.81K
$1.6M0.09%30,040
+4,724
+19%
+$251K
$1.59M0.09%33,454
+5,798
+21%
+$276K
$1.57M0.09%15,642
+7,551
+93%
+$760K
$1.57M0.09%22,316
+9,124
+69%
+$642K
$1.57M0.09%12,187
-4,847
-28%
-$624K
$1.55M0.09%50,269
+4,211
+9%
+$130K
$1.54M0.08%10,011
+2,504
+33%
+$385K
$1.53M0.08%4,644
+350
+8%
+$115K
$1.52M0.08%16,404
+15,374
+1,493%
+$1.42M
$1.51M0.08%30,620
+2,360
+8%
+$116K
$1.5M0.08%36,059
-14,479
-29%
-$604K
$1.47M0.08%14,624
+1,615
+12%
+$162K
$1.4M0.08%5,735
+693
+14%
+$169K
$1.39M0.08%8,746
+1,713
+24%
+$272K
$1.38M0.08%5,643
-183
-3%
-$44.8K
$1.38M0.08%13,063
-6,739
-34%
-$711K
$1.37M0.08%26,263
+5,225
+25%
+$273K
$1.37M0.08%9,761
+1,731
+22%
+$243K
$1.37M0.08%2,035
+28
+1%
+$18.8K
$1.36M0.07%26,571
+3,622
+16%
+$185K
1 678910169