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 | |
|---|---|---|---|---|---|---|---|
| $3.98K | 0% | 42 +7 | +20% | +$663 | |||
| $3.98K | 0% | 117 | – | – | |||
| $3.97K | 0% | 660 -2,032 | -75% | -$12.2K | |||
| $3.97K | 0% | 540 -25 | -4% | -$184 | |||
| $3.97K | 0% | 373 +371 | +18,550% | +$3.95K | |||
| $3.97K | 0% | 355 +112 | +46% | +$1.25K | |||
| $3.97K | 0% | 30 +24 | +400% | +$3.17K | |||
| $3.96K | 0% | 172 +160 | +1,333% | +$3.68K | |||
| $3.95K | 0% | 66 +47 | +247% | +$2.81K | |||
| $3.94K | 0% | 195 +162 | +491% | +$3.27K | |||
| $3.94K | 0% | 2,477 -879 | -26% | -$1.4K | |||
| $3.94K | 0% | 30 +3 | +11% | +$394 | |||
| $3.94K | 0% | 390 +237 | +155% | +$2.39K | |||
| $3.91K | 0% | 147 | – | – | |||
| $3.91K | 0% | 78 +63 | +420% | +$3.16K | |||
| $3.87K | 0% | 203 +200 | +6,667% | +$3.82K | |||
| $3.86K | 0% | 349 -61 | -15% | -$674 | |||
| $3.85K | 0% | 154 +68 | +79% | +$1.7K | |||
| $3.83K | 0% | 285 +3 | +1% | +$40 | |||
| $3.83K | 0% | 230 | New | +$3.83K | |||
| $3.83K | 0% | 468 -44 | -9% | -$360 | |||
| $3.82K | 0% | 108 +51 | +89% | +$1.8K | |||
| $3.8K | 0% | 233 -106 | -31% | -$1.73K | |||
| $3.8K | 0% | 202 +88 | +77% | +$1.65K | |||
| $3.8K | 0% | 358 -82 | -19% | -$869 |
