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 | |
|---|---|---|---|---|---|---|---|
| $3.4K | 0% | 308 -617 | -67% | -$6.81K | |||
| $3.4K | 0% | 365 | – | – | |||
| $3.38K | 0% | 1,396 +915 | +190% | +$2.21K | |||
| $3.37K | 0% | 241 -1,164 | -83% | -$16.3K | |||
| $3.35K | 0% | 188 +95 | +102% | +$1.7K | |||
| $3.35K | 0% | 32 | New | +$3.35K | |||
| $3.35K | 0% | 16 +1 | +7% | +$209 | |||
| $3.33K | 0% | 108 -29 | -21% | -$895 | |||
| $3.33K | 0% | 62 +32 | +107% | +$1.72K | |||
| $3.33K | 0% | 15 | – | – | |||
| $3.33K | 0% | 61 | New | +$3.33K | |||
| $3.33K | 0% | 127 +118 | +1,311% | +$3.09K | |||
| $3.3K | 0% | 170 | New | +$3.3K | |||
| $3.28K | 0% | 391 +362 | +1,248% | +$3.03K | |||
| $3.27K | 0% | 332 -327 | -50% | -$3.23K | |||
| $3.27K | 0% | 459 +27 | +6% | +$193 | |||
| $3.27K | 0% | 425 -27 | -6% | -$208 | |||
| $3.25K | 0% | 515 +17 | +3% | +$107 | |||
| $3.25K | 0% | 29 -4 | -12% | -$448 | |||
| $3.23K | 0% | 389 +138 | +55% | +$1.15K | |||
| $3.23K | 0% | 45 | – | – | |||
| $3.23K | 0% | 296 -101 | -25% | -$1.1K | |||
| $3.23K | 0% | 423 -2,697 | -86% | -$20.6K | |||
| $3.23K | 0% | 183 +96 | +110% | +$1.69K | |||
| $3.22K | 0% | 54 -61 | -53% | -$3.64K |
