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 | |
|---|---|---|---|---|---|---|---|
| $4.72K | 0% | 274 +270 | +6,750% | +$4.65K | |||
| $4.72K | 0% | 137 -112 | -45% | -$3.86K | |||
| $4.71K | 0% | 92 +1 | +1% | +$51 | |||
| $4.65K | 0% | 160 | – | – | |||
| $4.65K | 0% | 288 -37 | -11% | -$597 | |||
| $4.63K | 0% | 44 +12 | +38% | +$1.26K | |||
| $4.62K | 0% | 472 -256 | -35% | -$2.51K | |||
| $4.62K | 0% | 1,064 -398 | -27% | -$1.73K | |||
| $4.61K | 0% | 35 -40 | -53% | -$5.27K | |||
| $4.61K | 0% | 416 -345 | -45% | -$3.82K | |||
| $4.6K | 0% | 207 +127 | +159% | +$2.83K | |||
| $4.59K | 0% | 104 +54 | +108% | +$2.38K | |||
| $4.58K | 0% | 200 +100 | +100% | +$2.29K | |||
| $4.56K | 0% | 421 +201 | +91% | +$2.18K | |||
| $4.56K | 0% | 970 +796 | +457% | +$3.74K | |||
| $4.53K | 0% | 90 +50 | +125% | +$2.52K | |||
| $4.52K | 0% | 196 +13 | +7% | +$300 | |||
| $4.52K | 0% | 33 +20 | +154% | +$2.74K | |||
| $4.51K | 0% | 178 +45 | +34% | +$1.14K | |||
| $4.5K | 0% | 169 | New | +$4.5K | |||
| $4.5K | 0% | 63 +27 | +75% | +$1.93K | |||
| $4.49K | 0% | 82 -53 | -39% | -$2.9K | |||
| $4.48K | 0% | 177 +169 | +2,113% | +$4.28K | |||
| $4.48K | 0% | 50 -1 | -2% | -$90 | |||
| $4.47K | 0% | 229 +2 | +0.9% | +$39 |
