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 | |
|---|---|---|---|---|---|---|---|
| $1.59K | 0% | 217 +207 | +2,070% | +$1.52K | |||
| $1.59K | 0% | 319 | New | +$1.59K | |||
| $1.59K | 0% | 62 +60 | +3,000% | +$1.54K | |||
| $1.59K | 0% | 152 +150 | +7,500% | +$1.57K | |||
| $1.59K | 0% | 37 -7 | -16% | -$300 | |||
| $1.58K | 0% | 322 +317 | +6,340% | +$1.56K | |||
| $1.58K | 0% | 154 -26 | -14% | -$267 | |||
| $1.58K | 0% | 100 +80 | +400% | +$1.26K | |||
| $1.57K | 0% | 29 | – | – | |||
| $1.57K | 0% | 35 -5 | -13% | -$224 | |||
| $1.57K | 0% | 42 +29 | +223% | +$1.08K | |||
| $1.57K | 0% | 272 -585 | -68% | -$3.37K | |||
| $1.57K | 0% | 180 +135 | +300% | +$1.18K | |||
| $1.57K | 0% | 9 -124 | -93% | -$21.6K | |||
| $1.56K | 0% | 45 | New | +$1.56K | |||
| $1.56K | 0% | 59 +44 | +293% | +$1.16K | |||
| $1.56K | 0% | 418 | New | +$1.56K | |||
| $1.56K | 0% | 39 +24 | +160% | +$959 | |||
| $1.56K | 0% | 75 -219 | -74% | -$4.55K | |||
| $1.56K | 0% | 841 -132 | -14% | -$244 | |||
| $1.55K | 0% | 56 -10 | -15% | -$277 | |||
| $1.55K | 0% | 61 +29 | +91% | +$736 | |||
| $1.55K | 0% | 66 +15 | +29% | +$352 | |||
| $1.55K | 0% | 39 | – | – | |||
| $1.54K | 0% | 56 | – | – |
