EWA
EverSource Wealth Advisors Portfolio holdings
AUM $1.82B
AUM
$1.82B
AUM Growth
+$40.5M (+2%)
Cap. Flow
+$84.3M
Cap. Flow % of AUM
4.64%
Top 10 Holdings %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
| 1 | Technology | 11.03% |
| 2 | Financials | 6.39% |
| 3 | Consumer Discretionary | 5.91% |
| 4 | Industrials | 3.43% |
| 5 | Healthcare | 2.84% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.15K | 0% | 76 -88 | -54% | -$5.96K | |||
| $5.15K | 0% | 438 +82 | +23% | +$964 | |||
| $5.14K | 0% | 144 +124 | +620% | +$4.42K | |||
| $5.12K | 0% | 204 | New | +$5.12K | |||
| $5.12K | 0% | 387 +29 | +8% | +$384 | |||
| $5.11K | 0% | 111 +77 | +226% | +$3.54K | |||
| $5.11K | 0% | 146 +99 | +211% | +$3.46K | |||
| $5.1K | 0% | 254 -12 | -5% | -$241 | |||
| $5.09K | 0% | 55 -171 | -76% | -$15.8K | |||
| $5.08K | 0% | 334 | – | – | |||
| $5.07K | 0% | 172 +130 | +310% | +$3.83K | |||
| $5.07K | 0% | 91 +14 | +18% | +$779 | |||
| $5.03K | 0% | 208 +9 | +5% | +$218 | |||
| $5.01K | 0% | 83 +43 | +108% | +$2.6K | |||
| $4.99K | 0% | 80 +20 | +33% | +$1.25K | |||
| $4.99K | 0% | 28 +23 | +460% | +$4.1K | |||
| $4.95K | 0% | 143 +35 | +32% | +$1.21K | |||
| $4.95K | 0% | 407 +60 | +17% | +$730 | |||
| $4.94K | 0% | 90 | New | +$4.94K | |||
| $4.94K | 0% | 160 +32 | +25% | +$987 | |||
| $4.93K | 0% | 85 -57 | -40% | -$3.31K | |||
| $4.93K | 0% | 18 +5 | +38% | +$1.37K | |||
| $4.93K | 0% | 33 +11 | +50% | +$1.64K | |||
| $4.92K | 0% | 431 +357 | +482% | +$4.07K | |||
| $4.92K | 0% | 211 +51 | +32% | +$1.19K |
