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 | |
|---|---|---|---|---|---|---|---|
| $3.58K | 0% | 10 -1 | -9% | -$358 | |||
| $3.58K | 0% | 51 | – | – | |||
| $3.58K | 0% | 160 +123 | +332% | +$2.75K | |||
| $3.56K | 0% | 699 +229 | +49% | +$1.17K | |||
| $3.56K | 0% | 146 -12 | -8% | -$292 | |||
| $3.55K | 0% | 259 +220 | +564% | +$3.02K | |||
| $3.53K | 0% | 144 +138 | +2,300% | +$3.38K | |||
| $3.53K | 0% | 580 +447 | +336% | +$2.72K | |||
| $3.52K | 0% | 166 | – | – | |||
| $3.52K | 0% | 15 +11 | +275% | +$2.58K | |||
| $3.52K | 0% | 400 | New | +$3.52K | |||
| $3.5K | 0% | 77 +20 | +35% | +$908 | |||
| $3.49K | 0% | 255 +71 | +39% | +$971 | |||
| $3.48K | 0% | 49 +25 | +104% | +$1.77K | |||
| $3.47K | 0% | 198 +50 | +34% | +$877 | |||
| $3.47K | 0% | 203 +186 | +1,094% | +$3.18K | |||
| $3.45K | 0% | 31 +13 | +72% | +$1.45K | |||
| $3.45K | 0% | 107 +61 | +133% | +$1.97K | |||
| $3.45K | 0% | 157 +91 | +138% | +$2K | |||
| $3.44K | 0% | 713 +663 | +1,326% | +$3.2K | |||
| $3.44K | 0% | 236 +71 | +43% | +$1.04K | |||
| $3.44K | 0% | 29 +9 | +45% | +$1.07K | |||
| $3.42K | 0% | 243 +102 | +72% | +$1.44K | |||
| $3.42K | 0% | 381 +350 | +1,129% | +$3.14K | |||
| $3.41K | 0% | 59 +40 | +211% | +$2.31K |
