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 | |
|---|---|---|---|---|---|---|---|
| $170 | 0% | 7 -34 | -83% | -$826 | |||
| $169 | 0% | 64 | New | +$169 | |||
| $169 | 0% | 7 | New | +$169 | |||
| $169 | 0% | 15 | New | +$169 | |||
| $167 | 0% | 139 +133 | +2,217% | +$160 | |||
| $166 | 0% | 25 | New | +$166 | |||
| $164 | 0% | 127 | New | +$164 | |||
| $160 | 0% | 6 +1 | +20% | +$27 | |||
| $159 | 0% | 19 -5 | -21% | -$42 | |||
| $159 | 0% | 7 | New | +$159 | |||
| $158 | 0% | 12 | New | +$158 | |||
| $157 | 0% | 12 | New | +$157 | |||
| $155 | 0% | 25 +8 | +47% | +$50 | |||
| $155 | 0% | 5 -4 | -44% | -$124 | |||
| $155 | 0% | 5 | New | +$155 | |||
| $155 | 0% | 13 +3 | +30% | +$36 | |||
| $153 | 0% | 10 +7 | +233% | +$107 | |||
| $153 | 0% | 10 -69 | -87% | -$1.06K | |||
| $152 | 0% | 92 +90 | +4,500% | +$149 | |||
| $151 | 0% | 8 | New | +$151 | |||
| $151 | 0% | 5 | New | +$151 | |||
| $151 | 0% | 4 -1 | -20% | -$38 | |||
| $151 | 0% | 16 +1 | +7% | +$9 | |||
| $150 | 0% | 4 -35 | -90% | -$1.31K | |||
| $150 | 0% | 55 +45 | +450% | +$123 |
