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 | |
|---|---|---|---|---|---|---|---|
| $2.85K | 0% | 96 | New | +$2.85K | |||
| $2.85K | 0% | 66 | New | +$2.85K | |||
| $2.84K | 0% | 279 +188 | +207% | +$1.92K | |||
| $2.84K | 0% | 76 +62 | +443% | +$2.32K | |||
| $2.84K | 0% | 158 +26 | +20% | +$467 | |||
| $2.84K | 0% | 90 -6 | -6% | -$189 | |||
| $2.84K | 0% | 105 +97 | +1,213% | +$2.62K | |||
| $2.84K | 0% | 350 | – | – | |||
| $2.83K | 0% | 70 +61 | +678% | +$2.47K | |||
| $2.83K | 0% | 43 | – | – | |||
| $2.83K | 0% | 34 -43 | -56% | -$3.58K | |||
| $2.82K | 0% | 582 +498 | +593% | +$2.42K | |||
| $2.82K | 0% | 357 +115 | +48% | +$907 | |||
| $2.82K | 0% | 257 +178 | +225% | +$1.95K | |||
| $2.81K | 0% | 117 +24 | +26% | +$576 | |||
| $2.8K | 0% | 4,621 +4,338 | +1,533% | +$2.63K | |||
| $2.79K | 0% | 811 -397 | -33% | -$1.37K | |||
| $2.79K | 0% | 300 +44 | +17% | +$409 | |||
| $2.79K | 0% | 48 +12 | +33% | +$697 | |||
| $2.79K | 0% | 462 +453 | +5,033% | +$2.73K | |||
| $2.78K | 0% | 22 +14 | +175% | +$1.77K | |||
| $2.78K | 0% | 240 | New | +$2.78K | |||
| $2.76K | 0% | 602 +581 | +2,767% | +$2.67K | |||
| $2.76K | 0% | 35 -8 | -19% | -$631 | |||
| $2.74K | 0% | 345 +332 | +2,554% | +$2.63K |
