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 | |
|---|---|---|---|---|---|---|---|
| $1.14K | 0% | 338 | New | +$1.14K | |||
| $1.14K | 0% | 26 +12 | +86% | +$527 | |||
| $1.14K | 0% | 17 +10 | +143% | +$669 | |||
| $1.14K | 0% | 39 +5 | +15% | +$146 | |||
| $1.14K | 0% | 272 | New | +$1.14K | |||
| $1.14K | 0% | 81 +59 | +268% | +$827 | |||
| $1.14K | 0% | 250 | – | – | |||
| $1.13K | 0% | 19 | – | – | |||
| $1.13K | 0% | 275 +168 | +157% | +$692 | |||
| $1.13K | 0% | 774 | New | +$1.13K | |||
| $1.12K | 0% | 119 -8 | -6% | -$75 | |||
| $1.11K | 0% | 61 +48 | +369% | +$875 | |||
| $1.11K | 0% | 152 +151 | +15,100% | +$1.1K | |||
| $1.11K | 0% | 41 +36 | +720% | +$971 | |||
| $1.11K | 0% | 62 -2 | -3% | -$36 | |||
| $1.11K | 0% | 183 +31 | +20% | +$187 | |||
| $1.1K | 0% | 146 +61 | +72% | +$460 | |||
| $1.1K | 0% | 49 -111 | -69% | -$2.5K | |||
| $1.1K | 0% | 102 +98 | +2,450% | +$1.06K | |||
| $1.1K | 0% | 333 +41 | +14% | +$135 | |||
| $1.1K | 0% | 180 | New | +$1.1K | |||
| $1.09K | 0% | 252 | New | +$1.09K | |||
| $1.08K | 0% | 22 +11 | +100% | +$540 | |||
| $1.08K | 0% | 35 +7 | +25% | +$216 | |||
| $1.08K | 0% | 53 -11 | -17% | -$224 |
