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 | |
|---|---|---|---|---|---|---|---|
| $1.08K | 0% | 21 +20 | +2,000% | +$1.02K | |||
| $1.07K | 0% | 38 | New | +$1.07K | |||
| $1.07K | 0% | 13 | – | – | |||
| $1.07K | 0% | 75 +70 | +1,400% | +$994 | |||
| $1.06K | 0% | 49 +23 | +88% | +$498 | |||
| $1.06K | 0% | 39 +13 | +50% | +$353 | |||
| $1.05K | 0% | 70 +45 | +180% | +$678 | |||
| $1.05K | 0% | 30 | – | – | |||
| $1.05K | 0% | 38 | – | – | |||
| $1.04K | 0% | 143 -155 | -52% | -$1.13K | |||
| $1.04K | 0% | 30 | New | +$1.04K | |||
| $1.04K | 0% | 73 +58 | +387% | +$823 | |||
| $1.04K | 0% | 209 | New | +$1.04K | |||
| $1.03K | 0% | 34 +14 | +70% | +$424 | |||
| $1.03K | 0% | 77 -99 | -56% | -$1.32K | |||
| $1.02K | 0% | 255 | – | – | |||
| $1.02K | 0% | 95 -100 | -51% | -$1.07K | |||
| $1.02K | 0% | 118 -110 | -48% | -$948 | |||
| $1.02K | 0% | 25 | New | +$1.02K | |||
| $1.02K | 0% | 75 | – | – | |||
| $1.01K | 0% | 20 -39 | -66% | -$1.98K | |||
| $1.01K | 0% | 96 | New | +$1.01K | |||
| $1.01K | 0% | 262 +121 | +86% | +$465 | |||
| $1.01K | 0% | 19 +7 | +58% | +$371 | |||
| $1K | 0% | 26 | – | – |
