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 | |
|---|---|---|---|---|---|---|---|
| $1.22K | 0% | 125 +70 | +127% | +$683 | |||
| $1.22K | 0% | 312 -20 | -6% | -$78 | |||
| $1.21K | 0% | 26 | New | +$1.21K | |||
| $1.2K | 0% | 80 -39 | -33% | -$586 | |||
| $1.2K | 0% | 48 | New | +$1.2K | |||
| $1.2K | 0% | 41 -6 | -13% | -$176 | |||
| $1.2K | 0% | 126 | New | +$1.2K | |||
| $1.2K | 0% | 107 | New | +$1.2K | |||
| $1.19K | 0% | 327 +313 | +2,236% | +$1.14K | |||
| $1.19K | 0% | 34 +22 | +183% | +$771 | |||
| $1.19K | 0% | 57 | New | +$1.19K | |||
| $1.18K | 0% | 153 | New | +$1.18K | |||
| $1.18K | 0% | 18 -3 | -14% | -$197 | |||
| $1.18K | 0% | 662 -270 | -29% | -$480 | |||
| $1.18K | 0% | 102 +81 | +386% | +$935 | |||
| $1.17K | 0% | 954 +111 | +13% | +$137 | |||
| $1.16K | 0% | 76 +71 | +1,420% | +$1.09K | |||
| $1.16K | 0% | 73 +61 | +508% | +$969 | |||
| $1.16K | 0% | 23 -11 | -32% | -$554 | |||
| $1.16K | 0% | 90 -12 | -12% | -$154 | |||
| $1.16K | 0% | 35 -86 | -71% | -$2.84K | |||
| $1.16K | 0% | 109 | – | – | |||
| $1.15K | 0% | 104 | New | +$1.15K | |||
| $1.15K | 0% | 44 -39 | -47% | -$1.02K | |||
| $1.15K | 0% | 109 | – | – |
