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 | |
|---|---|---|---|---|---|---|---|
| $2.21K | 0% | 239 +231 | +2,888% | +$2.13K | |||
| $2.2K | 0% | 386 +380 | +6,333% | +$2.17K | |||
| $2.2K | 0% | 79 +56 | +243% | +$1.56K | |||
| $2.2K | 0% | 102 | – | – | |||
| $2.2K | 0% | 31 -13 | -30% | -$921 | |||
| $2.19K | 0% | 403 +98 | +32% | +$533 | |||
| $2.18K | 0% | 76 +25 | +49% | +$717 | |||
| $2.18K | 0% | 215 +173 | +412% | +$1.75K | |||
| $2.18K | 0% | 244 +148 | +154% | +$1.32K | |||
| $2.17K | 0% | 9 +8 | +800% | +$1.93K | |||
| $2.17K | 0% | 74 | – | – | |||
| $2.16K | 0% | 1,251 +1,177 | +1,591% | +$2.04K | |||
| $2.16K | 0% | 483 | New | +$2.16K | |||
| $2.16K | 0% | 42 | – | – | |||
| $2.16K | 0% | 79 +39 | +98% | +$1.07K | |||
| $2.16K | 0% | 452 +103 | +30% | +$492 | |||
| $2.16K | 0% | 43 +22 | +105% | +$1.11K | |||
| $2.15K | 0% | 53 | – | – | |||
| $2.15K | 0% | 1,546 +1,027 | +198% | +$1.43K | |||
| $2.15K | 0% | 55 -24 | -30% | -$938 | |||
| $2.14K | 0% | 534 +449 | +528% | +$1.8K | |||
| $2.13K | 0% | 126 +114 | +950% | +$1.93K | |||
| $2.13K | 0% | 145 +105 | +263% | +$1.55K | |||
| $2.13K | 0% | 24 | – | – | |||
| $2.11K | 0% | 248 +222 | +854% | +$1.89K |
