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 | |
|---|---|---|---|---|---|---|---|
| $3.03K | 0% | 913 +872 | +2,127% | +$2.9K | |||
| $3.03K | 0% | 72 | New | +$3.03K | |||
| $3.03K | 0% | 2,244 -173 | -7% | -$234 | |||
| $3.01K | 0% | 323 +296 | +1,096% | +$2.76K | |||
| $3.01K | 0% | 287 +245 | +583% | +$2.57K | |||
| $2.98K | 0% | 256 +153 | +149% | +$1.78K | |||
| $2.97K | 0% | 426 +210 | +97% | +$1.47K | |||
| $2.96K | 0% | 79 | – | – | |||
| $2.96K | 0% | 101 | – | – | |||
| $2.96K | 0% | 356 +318 | +837% | +$2.64K | |||
| $2.95K | 0% | 111 | – | – | |||
| $2.93K | 0% | 17 -7 | -29% | -$1.21K | |||
| $2.92K | 0% | 44 +27 | +159% | +$1.79K | |||
| $2.91K | 0% | 968 +245 | +34% | +$737 | |||
| $2.91K | 0% | 250 | – | – | |||
| $2.9K | 0% | 227 +99 | +77% | +$1.27K | |||
| $2.9K | 0% | 107 +96 | +873% | +$2.6K | |||
| $2.9K | 0% | 46 -34 | -43% | -$2.14K | |||
| $2.88K | 0% | 405 +135 | +50% | +$960 | |||
| $2.88K | 0% | 97 +28 | +41% | +$830 | |||
| $2.88K | 0% | 500 | New | +$2.88K | |||
| $2.87K | 0% | 77 +70 | +1,000% | +$2.61K | |||
| $2.86K | 0% | 40 +1 | +3% | +$72 | |||
| $2.86K | 0% | 273 +46 | +20% | +$482 | |||
| $2.85K | 0% | 48 +41 | +586% | +$2.44K |
