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
$1.35M0.07%21,427
-2,820
-12%
-$178K
$1.35M0.07%50,388
+22,355
+80%
+$600K
$1.35M0.07%21,885
+5,458
+33%
+$337K
$1.33M0.07%21,973
+3,502
+19%
+$212K
$1.32M0.07%7,966
-1,496
-16%
-$248K
$1.32M0.07%42,005
+23,443
+126%
+$737K
$1.31M0.07%5,407
+346
+7%
+$83.8K
$1.3M0.07%41,806
-17,860
-30%
-$554K
$1.28M0.07%27,909
+5,511
+25%
+$253K
$1.27M0.07%6,688
+3,383
+102%
+$645K
$1.27M0.07%41,034
-571
-1%
-$17.6K
$1.26M0.07%14,076
+439
+3%
+$39.4K
$1.23M0.07%39,790
+20,465
+106%
+$630K
$1.22M0.07%43,186
+5,596
+15%
+$158K
$1.21M0.07%10,506
+46
+0.4%
+$5.32K
$1.21M0.07%16,017
+978
+7%
+$74K
$1.19M0.07%6,906
-1,068
-13%
-$184K
$1.18M0.06%5,005
+988
+25%
+$233K
$1.16M0.06%7,977
+179
+2%
+$26.1K
$1.15M0.06%4,642
+1,106
+31%
+$275K
$1.15M0.06%11,636
+1,946
+20%
+$192K
$1.14M0.06%4,894
+346
+8%
+$80.7K
$1.13M0.06%2,529
+229
+10%
+$102K
$1.12M0.06%4,171
+605
+17%
+$163K
$1.1M0.06%4,264
-166
-4%
-$42.9K
1 7891011169