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 | |
|---|---|---|---|---|---|---|---|
| $2.33K | 0% | 68 -151 | -69% | -$5.17K | |||
| $2.32K | 0% | 29 -10 | -26% | -$800 | |||
| $2.32K | 0% | 80 +60 | +300% | +$1.74K | |||
| $2.31K | 0% | 146 +108 | +284% | +$1.71K | |||
| $2.31K | 0% | 1,043 -1,393 | -57% | -$3.08K | |||
| $2.3K | 0% | 141 +83 | +143% | +$1.36K | |||
| $2.3K | 0% | 107 | New | +$2.3K | |||
| $2.3K | 0% | 120 +65 | +118% | +$1.24K | |||
| $2.3K | 0% | 137 | New | +$2.3K | |||
| $2.29K | 0% | 16 | New | +$2.29K | |||
| $2.29K | 0% | 87 +15 | +21% | +$394 | |||
| $2.28K | 0% | 397 +382 | +2,547% | +$2.2K | |||
| $2.28K | 0% | 568 +13 | +2% | +$52 | |||
| $2.28K | 0% | 53 -119 | -69% | -$5.11K | |||
| $2.27K | 0% | 201 +47 | +31% | +$531 | |||
| $2.27K | 0% | 318 +264 | +489% | +$1.88K | |||
| $2.26K | 0% | 158 -5 | -3% | -$72 | |||
| $2.26K | 0% | 20 +18 | +900% | +$2.04K | |||
| $2.24K | 0% | 39 +14 | +56% | +$804 | |||
| $2.24K | 0% | 152 +33 | +28% | +$486 | |||
| $2.24K | 0% | 93 +52 | +127% | +$1.25K | |||
| $2.22K | 0% | 360 +161 | +81% | +$993 | |||
| $2.22K | 0% | 13 +10 | +333% | +$1.7K | |||
| $2.21K | 0% | 167 +120 | +255% | +$1.59K | |||
| $2.21K | 0% | 207 +8 | +4% | +$85 |
