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 | |
|---|---|---|---|---|---|---|---|
| $1.86K | 0% | 156 +125 | +403% | +$1.49K | |||
| $1.85K | 0% | 50 +49 | +4,900% | +$1.81K | |||
| $1.85K | 0% | 296 -103 | -26% | -$644 | |||
| $1.85K | 0% | 57 +34 | +148% | +$1.1K | |||
| $1.85K | 0% | 666 | New | +$1.85K | |||
| $1.84K | 0% | 136 +53 | +64% | +$719 | |||
| $1.84K | 0% | 113 +94 | +495% | +$1.53K | |||
| $1.84K | 0% | 192 +3 | +2% | +$29 | |||
| $1.84K | 0% | 86 | – | – | |||
| $1.84K | 0% | 61 | – | – | |||
| $1.83K | 0% | 96 +58 | +153% | +$1.1K | |||
| $1.82K | 0% | 78 -83 | -52% | -$1.94K | |||
| $1.82K | 0% | 301 +214 | +246% | +$1.3K | |||
| $1.82K | 0% | 69 | New | +$1.82K | |||
| $1.82K | 0% | 346 +105 | +44% | +$552 | |||
| $1.82K | 0% | 217 -7 | -3% | -$59 | |||
| $1.81K | 0% | 74 -21 | -22% | -$514 | |||
| $1.8K | 0% | 137 +82 | +149% | +$1.08K | |||
| $1.8K | 0% | 20 | – | – | |||
| $1.8K | 0% | 34 -6 | -15% | -$317 | |||
| $1.8K | 0% | 239 +47 | +24% | +$353 | |||
| $1.79K | 0% | 604 +18 | +3% | +$53 | |||
| $1.79K | 0% | 39 -264 | -87% | -$12.1K | |||
| $1.79K | 0% | 72 +24 | +50% | +$596 | |||
| $1.78K | 0% | 41 +40 | +4,000% | +$1.74K |
