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 | |
|---|---|---|---|---|---|---|---|
| $2.1K | 0% | 164 +45 | +38% | +$577 | |||
| $2.1K | 0% | 294 +282 | +2,350% | +$2.02K | |||
| $2.1K | 0% | 82 +59 | +257% | +$1.51K | |||
| $2.09K | 0% | 123 -117 | -49% | -$1.99K | |||
| $2.09K | 0% | 25 -7 | -22% | -$586 | |||
| $2.09K | 0% | 246 +136 | +124% | +$1.15K | |||
| $2.08K | 0% | 47 +21 | +81% | +$931 | |||
| $2.08K | 0% | 85 +64 | +305% | +$1.57K | |||
| $2.08K | 0% | 56 -9 | -14% | -$334 | |||
| $2.08K | 0% | 99 -91 | -48% | -$1.91K | |||
| $2.08K | 0% | 23 +15 | +188% | +$1.36K | |||
| $2.08K | 0% | 1,515 +1,509 | +25,150% | +$2.07K | |||
| $2.07K | 0% | 619 +347 | +128% | +$1.16K | |||
| $2.07K | 0% | 55 +53 | +2,650% | +$1.99K | |||
| $2.06K | 0% | 318 -3 | -0.9% | -$19 | |||
| $2.05K | 0% | 3,096 +2,995 | +2,965% | +$1.99K | |||
| $2.05K | 0% | 473 +336 | +245% | +$1.46K | |||
| $2.05K | 0% | 65 | New | +$2.05K | |||
| $2.03K | 0% | 100 | New | +$2.03K | |||
| $2.03K | 0% | 305 +163 | +115% | +$1.09K | |||
| $2.02K | 0% | 47 +10 | +27% | +$430 | |||
| $2.02K | 0% | 6 +1 | +20% | +$337 | |||
| $2.02K | 0% | 83 | New | +$2.02K | |||
| $2.02K | 0% | 311 +70 | +29% | +$454 | |||
| $2.01K | 0% | 1,012 +1,006 | +16,767% | +$2K |
