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 | |
|---|---|---|---|---|---|---|---|
| $4.47K | 0% | 155 +87 | +128% | +$2.51K | |||
| $4.46K | 0% | 141 +38 | +37% | +$1.2K | |||
| $4.45K | 0% | 219 -1 | -0.5% | -$20 | |||
| $4.45K | 0% | 53 | – | – | |||
| $4.44K | 0% | 365 +46 | +14% | +$560 | |||
| $4.44K | 0% | 186 | – | – | |||
| $4.41K | 0% | 265 +251 | +1,793% | +$4.18K | |||
| $4.4K | 0% | 302 | – | – | |||
| $4.39K | 0% | 893 +362 | +68% | +$1.78K | |||
| $4.38K | 0% | 287 +195 | +212% | +$2.97K | |||
| $4.37K | 0% | 72 -2 | -3% | -$121 | |||
| $4.36K | 0% | 133 | – | – | |||
| $4.36K | 0% | 80 +29 | +57% | +$1.58K | |||
| $4.34K | 0% | 467 -66 | -12% | -$613 | |||
| $4.3K | 0% | 89 +79 | +790% | +$3.82K | |||
| $4.29K | 0% | 160 +92 | +135% | +$2.47K | |||
| $4.29K | 0% | 191 -2,189 | -92% | -$49.1K | |||
| $4.28K | 0% | 165 +110 | +200% | +$2.85K | |||
| $4.27K | 0% | 257 | New | +$4.27K | |||
| $4.27K | 0% | 464 +76 | +20% | +$699 | |||
| $4.27K | 0% | 249 +107 | +75% | +$1.83K | |||
| $4.26K | 0% | 111 +61 | +122% | +$2.34K | |||
| $4.22K | 0% | 265 +41 | +18% | +$653 | |||
| $4.21K | 0% | 155 +133 | +605% | +$3.62K | |||
| $4.2K | 0% | 100 | – | – |
