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 | |
|---|---|---|---|---|---|---|---|
| $1K | 0% | 61 +41 | +205% | +$672 | |||
| $994 | 0% | 110 -114 | -51% | -$1.03K | |||
| $994 | 0% | 515 | New | +$994 | |||
| $992 | 0% | 75 +53 | +241% | +$701 | |||
| $989 | 0% | 14 | New | +$989 | |||
| $985 | 0% | 597 | New | +$985 | |||
| $982 | 0% | 44 +32 | +267% | +$714 | |||
| $979 | 0% | 40 | – | – | |||
| $970 | 0% | 123 +97 | +373% | +$765 | |||
| $962 | 0% | 200 | New | +$962 | |||
| $956 | 0% | 36 +28 | +350% | +$744 | |||
| $956 | 0% | 27 +23 | +575% | +$814 | |||
| $954 | 0% | 452 +209 | +86% | +$441 | |||
| $954 | 0% | 10 | New | +$954 | |||
| $953 | 0% | 15 -49 | -77% | -$3.11K | |||
| $951 | 0% | 44 -13 | -23% | -$281 | |||
| $949 | 0% | 1,664 | New | +$949 | |||
| $946 | 0% | 133 -2,921 | -96% | -$20.8K | |||
| $945 | 0% | 1,391 +1,220 | +713% | +$829 | |||
| $945 | 0% | 31 +30 | +3,000% | +$915 | |||
| $942 | 0% | 217 +99 | +84% | +$430 | |||
| $941 | 0% | 47 +38 | +422% | +$761 | |||
| $941 | 0% | 75 | – | – | |||
| $937 | 0% | 571 +145 | +34% | +$238 | |||
| $931 | 0% | 28 -166 | -86% | -$5.52K |
