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 | |
|---|---|---|---|---|---|---|---|
| $1.77K | 0% | 86 +21 | +32% | +$433 | |||
| $1.76K | 0% | 39 +24 | +160% | +$1.09K | |||
| $1.76K | 0% | 41 | – | – | |||
| $1.75K | 0% | 799 | New | +$1.75K | |||
| $1.75K | 0% | 274 -217 | -44% | -$1.38K | |||
| $1.74K | 0% | 336 +36 | +12% | +$187 | |||
| $1.74K | 0% | 346 -1,451 | -81% | -$7.31K | |||
| $1.74K | 0% | 428 +414 | +2,957% | +$1.69K | |||
| $1.73K | 0% | 111 +59 | +113% | +$917 | |||
| $1.71K | 0% | 33 -1,149 | -97% | -$59.7K | |||
| $1.71K | 0% | 68 +11 | +19% | +$277 | |||
| $1.71K | 0% | 1,486 +1,210 | +438% | +$1.39K | |||
| $1.71K | 0% | 53 +26 | +96% | +$837 | |||
| $1.7K | 0% | 192 -165 | -46% | -$1.46K | |||
| $1.7K | 0% | 285 +145 | +104% | +$866 | |||
| $1.7K | 0% | 29 +2 | +7% | +$117 | |||
| $1.7K | 0% | 65 -388 | -86% | -$10.1K | |||
| $1.7K | 0% | 202 +198 | +4,950% | +$1.66K | |||
| $1.69K | 0% | 156 +129 | +478% | +$1.4K | |||
| $1.69K | 0% | 144 +53 | +58% | +$623 | |||
| $1.69K | 0% | 75 +68 | +971% | +$1.53K | |||
| $1.69K | 0% | 173 +16 | +10% | +$156 | |||
| $1.68K | 0% | 71 +70 | +7,000% | +$1.66K | |||
| $1.68K | 0% | 94 +88 | +1,467% | +$1.58K | |||
| $1.68K | 0% | 504 +367 | +268% | +$1.22K |
