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 | |
|---|---|---|---|---|---|---|---|
| $1.68K | 0% | 341 -91 | -21% | -$448 | |||
| $1.68K | 0% | 310 -466 | -60% | -$2.52K | |||
| $1.67K | 0% | 53 +10 | +23% | +$316 | |||
| $1.67K | 0% | 59 +10 | +20% | +$284 | |||
| $1.67K | 0% | 513 | New | +$1.67K | |||
| $1.67K | 0% | 41 -3 | -7% | -$122 | |||
| $1.67K | 0% | 476 +127 | +36% | +$445 | |||
| $1.65K | 0% | 45 +20 | +80% | +$733 | |||
| $1.64K | 0% | 20 | – | – | |||
| $1.64K | 0% | 26 | New | +$1.64K | |||
| $1.63K | 0% | 51 | New | +$1.63K | |||
| $1.63K | 0% | 66 -206 | -76% | -$5.1K | |||
| $1.63K | 0% | 74 | New | +$1.63K | |||
| $1.63K | 0% | 297 +97 | +49% | +$531 | |||
| $1.62K | 0% | 104 +71 | +215% | +$1.11K | |||
| $1.62K | 0% | 266 -137 | -34% | -$832 | |||
| $1.61K | 0% | 19 -13 | -41% | -$1.1K | |||
| $1.61K | 0% | 8 -325 | -98% | -$65.6K | |||
| $1.61K | 0% | 242 +118 | +95% | +$786 | |||
| $1.61K | 0% | 42 +24 | +133% | +$921 | |||
| $1.61K | 0% | 141 | – | – | |||
| $1.6K | 0% | 98 -19 | -16% | -$311 | |||
| $1.6K | 0% | 202 +4 | +2% | +$32 | |||
| $1.6K | 0% | 523 +330 | +171% | +$1.01K | |||
| $1.59K | 0% | 1,042 +855 | +457% | +$1.31K |
