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 | |
|---|---|---|---|---|---|---|---|
| $199 | 0% | 17 | New | +$199 | |||
| $199 | 0% | 37 | New | +$199 | |||
| $195 | 0% | 82 +75 | +1,071% | +$178 | |||
| $195 | 0% | 44 | New | +$195 | |||
| $194 | 0% | 6 | New | +$194 | |||
| $193 | 0% | 95 +87 | +1,088% | +$177 | |||
| $190 | 0% | 4 | New | +$190 | |||
| $190 | 0% | 327 | New | +$190 | |||
| $189 | 0% | 4 +2 | +100% | +$95 | |||
| $189 | 0% | 509 +350 | +220% | +$130 | |||
| $189 | 0% | 23 | New | +$189 | |||
| $187 | 0% | 7 +2 | +40% | +$53 | |||
| $187 | 0% | 147 +128 | +674% | +$163 | |||
| $184 | 0% | 15 +11 | +275% | +$135 | |||
| $182 | 0% | 15 | New | +$182 | |||
| $180 | 0% | 47 -225 | -83% | -$862 | |||
| $178 | 0% | 62 +26 | +72% | +$75 | |||
| $176 | 0% | 100 | New | +$176 | |||
| $176 | 0% | 63 | New | +$176 | |||
| $175 | 0% | 8 | New | +$175 | |||
| $175 | 0% | 7 | New | +$175 | |||
| $174 | 0% | 3 | New | +$174 | |||
| $174 | 0% | 44 | New | +$174 | |||
| $172 | 0% | 17 +8 | +89% | +$81 | |||
| $170 | 0% | 22 | New | +$170 |
