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 | |
|---|---|---|---|---|---|---|---|
| $1.37K | 0% | 21 +16 | +320% | +$1.04K | |||
| $1.36K | 0% | 51 -3,414 | -99% | -$91.2K | |||
| $1.35K | 0% | 848 +826 | +3,755% | +$1.31K | |||
| $1.34K | 0% | 508 | New | +$1.34K | |||
| $1.33K | 0% | 102 | New | +$1.33K | |||
| $1.33K | 0% | 159 +42 | +36% | +$351 | |||
| $1.33K | 0% | 103 -52 | -34% | -$669 | |||
| $1.32K | 0% | 166 -67 | -29% | -$533 | |||
| $1.32K | 0% | 874 -5 | -0.6% | -$8 | |||
| $1.32K | 0% | 644 +641 | +21,367% | +$1.31K | |||
| $1.32K | 0% | 181 | New | +$1.32K | |||
| $1.32K | 0% | 244 +215 | +741% | +$1.16K | |||
| $1.31K | 0% | 449 -75 | -14% | -$219 | |||
| $1.31K | 0% | 106 -52 | -33% | -$642 | |||
| $1.31K | 0% | 252 | – | – | |||
| $1.31K | 0% | 12 -3,472 | -100% | -$378K | |||
| $1.31K | 0% | 282 -218 | -44% | -$1.01K | |||
| $1.3K | 0% | 376 | New | +$1.3K | |||
| $1.3K | 0% | 55 -26 | -32% | -$616 | |||
| $1.3K | 0% | 156 +64 | +70% | +$535 | |||
| $1.3K | 0% | 90 +38 | +73% | +$549 | |||
| $1.3K | 0% | 36 +22 | +157% | +$794 | |||
| $1.3K | 0% | 475 +361 | +317% | +$986 | |||
| $1.3K | 0% | 183 -1,464 | -89% | -$10.4K | |||
| $1.29K | 0% | 183 +56 | +44% | +$396 |
