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 | |
|---|---|---|---|---|---|---|---|
| $3.79K | 0% | 2,280 +1,134 | +99% | +$1.88K | |||
| $3.78K | 0% | 213 +189 | +788% | +$3.36K | |||
| $3.78K | 0% | 91 +21 | +30% | +$872 | |||
| $3.78K | 0% | 121 +97 | +404% | +$3.03K | |||
| $3.76K | 0% | 304 +200 | +192% | +$2.48K | |||
| $3.75K | 0% | 185 -5 | -3% | -$101 | |||
| $3.75K | 0% | 84 +60 | +250% | +$2.68K | |||
| $3.75K | 0% | 57 | – | – | |||
| $3.75K | 0% | 65 +1 | +2% | +$58 | |||
| $3.75K | 0% | 63 -6 | -9% | -$357 | |||
| $3.74K | 0% | 93 +42 | +82% | +$1.69K | |||
| $3.72K | 0% | 705 +585 | +488% | +$3.08K | |||
| $3.71K | 0% | 141 +91 | +182% | +$2.39K | |||
| $3.71K | 0% | 237 +153 | +182% | +$2.39K | |||
| $3.71K | 0% | 297 +182 | +158% | +$2.27K | |||
| $3.68K | 0% | 133 +121 | +1,008% | +$3.35K | |||
| $3.68K | 0% | 1,355 +583 | +76% | +$1.58K | |||
| $3.67K | 0% | 49 +45 | +1,125% | +$3.37K | |||
| $3.67K | 0% | 850 +675 | +386% | +$2.92K | |||
| $3.65K | 0% | 424 +379 | +842% | +$3.26K | |||
| $3.64K | 0% | 200 -300 | -60% | -$5.45K | |||
| $3.63K | 0% | 239 +149 | +166% | +$2.27K | |||
| $3.63K | 0% | 24 -2 | -8% | -$303 | |||
| $3.6K | 0% | 132 -11 | -8% | -$300 | |||
| $3.59K | 0% | 1,189 -903 | -43% | -$2.73K |
