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 | |
|---|---|---|---|---|---|---|---|
| $1.45K | 0% | 20 +10 | +100% | +$726 | |||
| $1.45K | 0% | 24 | – | – | |||
| $1.45K | 0% | 36 | New | +$1.45K | |||
| $1.45K | 0% | 39 | – | – | |||
| $1.45K | 0% | 232 +38 | +20% | +$237 | |||
| $1.43K | 0% | 74 +3 | +4% | +$58 | |||
| $1.43K | 0% | 38 +20 | +111% | +$752 | |||
| $1.42K | 0% | 79 +16 | +25% | +$288 | |||
| $1.42K | 0% | 952 +197 | +26% | +$294 | |||
| $1.42K | 0% | 13 +12 | +1,200% | +$1.31K | |||
| $1.42K | 0% | 33 | New | +$1.42K | |||
| $1.41K | 0% | 168 | New | +$1.41K | |||
| $1.41K | 0% | 204 +194 | +1,940% | +$1.34K | |||
| $1.4K | 0% | 563 +9 | +2% | +$22 | |||
| $1.4K | 0% | 39 | New | +$1.4K | |||
| $1.4K | 0% | 506 +446 | +743% | +$1.23K | |||
| $1.39K | 0% | 229 +34 | +17% | +$207 | |||
| $1.39K | 0% | 185 -310 | -63% | -$2.33K | |||
| $1.39K | 0% | 376 | New | +$1.39K | |||
| $1.39K | 0% | 38 -330 | -90% | -$12K | |||
| $1.38K | 0% | 50 | – | – | |||
| $1.38K | 0% | 13 -5 | -28% | -$530 | |||
| $1.38K | 0% | 203 | New | +$1.38K | |||
| $1.38K | 0% | 38 +25 | +192% | +$905 | |||
| $1.38K | 0% | 517 +483 | +1,421% | +$1.29K |
