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 | |
|---|---|---|---|---|---|---|---|
| $2.63K | 0% | 63 +17 | +37% | +$709 | |||
| $2.62K | 0% | 397 +390 | +5,571% | +$2.57K | |||
| $2.61K | 0% | 69 +18 | +35% | +$681 | |||
| $2.61K | 0% | 150 +103 | +219% | +$1.79K | |||
| $2.58K | 0% | 50 -53 | -51% | -$2.74K | |||
| $2.58K | 0% | 49 +20 | +69% | +$1.05K | |||
| $2.57K | 0% | 70 -15 | -18% | -$552 | |||
| $2.57K | 0% | 36 +26 | +260% | +$1.86K | |||
| $2.57K | 0% | 118 +24 | +26% | +$522 | |||
| $2.56K | 0% | 50 | – | – | |||
| $2.55K | 0% | 50 | – | – | |||
| $2.53K | 0% | 136 +112 | +467% | +$2.09K | |||
| $2.53K | 0% | 521 -2 | -0.4% | -$10 | |||
| $2.53K | 0% | 182 -10 | -5% | -$139 | |||
| $2.53K | 0% | 126 +95 | +306% | +$1.91K | |||
| $2.52K | 0% | 517 +464 | +875% | +$2.26K | |||
| $2.52K | 0% | 35 -91 | -72% | -$6.54K | |||
| $2.52K | 0% | 825 +787 | +2,071% | +$2.4K | |||
| $2.52K | 0% | 64 -94 | -59% | -$3.69K | |||
| $2.51K | 0% | 106 +64 | +152% | +$1.52K | |||
| $2.51K | 0% | 112 | New | +$2.51K | |||
| $2.51K | 0% | 29 +1 | +4% | +$87 | |||
| $2.5K | 0% | 97 | New | +$2.5K | |||
| $2.5K | 0% | 97 | – | – | |||
| $2.5K | 0% | 27 -6 | -18% | -$556 |
