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 | |
|---|---|---|---|---|---|---|---|
| $2.5K | 0% | 55 +45 | +450% | +$2.05K | |||
| $2.5K | 0% | 73 -23 | -24% | -$786 | |||
| $2.49K | 0% | 51 +15 | +42% | +$734 | |||
| $2.49K | 0% | 1,414 -10,010 | -88% | -$17.6K | |||
| $2.49K | 0% | 392 +32 | +9% | +$203 | |||
| $2.48K | 0% | 100 -63 | -39% | -$1.56K | |||
| $2.48K | 0% | 103 +13 | +14% | +$313 | |||
| $2.48K | 0% | 192 -24 | -11% | -$310 | |||
| $2.48K | 0% | 360 +168 | +88% | +$1.16K | |||
| $2.47K | 0% | 51 -2 | -4% | -$97 | |||
| $2.47K | 0% | 480 -830 | -63% | -$4.27K | |||
| $2.46K | 0% | 77 +46 | +148% | +$1.47K | |||
| $2.45K | 0% | 172 -12 | -7% | -$171 | |||
| $2.44K | 0% | 74 +4 | +6% | +$132 | |||
| $2.42K | 0% | 100 | – | – | |||
| $2.41K | 0% | 99 | New | +$2.41K | |||
| $2.4K | 0% | 879 -48 | -5% | -$131 | |||
| $2.39K | 0% | 97 | New | +$2.39K | |||
| $2.39K | 0% | 522 +430 | +467% | +$1.97K | |||
| $2.38K | 0% | 24 -12 | -33% | -$1.19K | |||
| $2.38K | 0% | 71 -16 | -18% | -$537 | |||
| $2.38K | 0% | 47 | – | – | |||
| $2.38K | 0% | 188 -584 | -76% | -$7.39K | |||
| $2.33K | 0% | 30 +22 | +275% | +$1.71K | |||
| $2.33K | 0% | 60 -128 | -68% | -$4.97K |
