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
$12.1K0%2,209
+1,262
+133%
+$6.9K
$12.1K0%676
-32
-5%
-$572
$12.1K0%1,390
+54
+4%
+$469
$12.1K0%207
+188
+989%
+$11K
$12K0%282
+4
+1%
+$171
$12K0%583
-617
-51%
-$12.7K
$12K0%59
+23
+64%
+$4.69K
$12K0%2,316
+1,846
+393%
+$9.56K
$12K0%2,320
+1,678
+261%
+$8.68K
$12K0%255
-833
-77%
-$39.2K
$12K0%849
+294
+53%
+$4.15K
$11.9K0%1,450
+374
+35%
+$3.07K
$11.9K0%86
+10
+13%
+$1.38K
$11.9K0%83
-40
-33%
-$5.71K
$11.8K0%656
-58
-8%
-$1.05K
$11.8K0%1,568
+362
+30%
+$2.73K
$11.7K0%273
-2,593
-90%
-$111K
$11.7K0%232
+97
+72%
+$4.9K
$11.7K0%428
+402
+1,546%
+$11K
$11.7K0%467
+9
+2%
+$225
$11.6K0%514
-73
-12%
-$1.65K
$11.6K0%584
+430
+279%
+$8.54K
$11.6K0%302
-125
-29%
-$4.8K
$11.6K0%240
-193
-45%
-$9.32K
$11.6K0%325
+240
+282%
+$8.55K
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