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 | |
|---|---|---|---|---|---|---|---|
| $2.01K | 0% | 476 | New | +$2.01K | |||
| $2.01K | 0% | 173 -50 | -22% | -$580 | |||
| $1.99K | 0% | 133 -31 | -19% | -$465 | |||
| $1.99K | 0% | 2,522 +1,840 | +270% | +$1.45K | |||
| $1.99K | 0% | 5 +4 | +400% | +$1.59K | |||
| $1.99K | 0% | 925 +674 | +269% | +$1.45K | |||
| $1.97K | 0% | 675 +499 | +284% | +$1.46K | |||
| $1.97K | 0% | 84 | New | +$1.97K | |||
| $1.96K | 0% | 95 +81 | +579% | +$1.67K | |||
| $1.95K | 0% | 1,062 +750 | +240% | +$1.38K | |||
| $1.95K | 0% | 240 +164 | +216% | +$1.34K | |||
| $1.95K | 0% | 1,694 | – | – | |||
| $1.95K | 0% | 607 +288 | +90% | +$924 | |||
| $1.95K | 0% | 1,160 +1,018 | +717% | +$1.71K | |||
| $1.95K | 0% | 58 +28 | +93% | +$939 | |||
| $1.94K | 0% | 66 | – | – | |||
| $1.93K | 0% | 160 +143 | +841% | +$1.73K | |||
| $1.93K | 0% | 170 -29 | -15% | -$330 | |||
| $1.93K | 0% | 48 -5 | -9% | -$201 | |||
| $1.93K | 0% | 42 +4 | +11% | +$183 | |||
| $1.92K | 0% | 49 -86 | -64% | -$3.36K | |||
| $1.91K | 0% | 11 -1 | -8% | -$173 | |||
| $1.89K | 0% | 1,562 +1,557 | +31,140% | +$1.88K | |||
| $1.88K | 0% | 615 +580 | +1,657% | +$1.78K | |||
| $1.86K | 0% | 46 -8 | -15% | -$324 |
