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 | |
|---|---|---|---|---|---|---|---|
| $150 | 0% | 20 -72 | -78% | -$540 | |||
| $148 | 0% | 6 | New | +$148 | |||
| $148 | 0% | 10 | New | +$148 | |||
| $147 | 0% | 9 | New | +$147 | |||
| $144 | 0% | 4 | New | +$144 | |||
| $144 | 0% | 860 +578 | +205% | +$97 | |||
| $143 | 0% | 74 +64 | +640% | +$124 | |||
| $143 | 0% | 15 | New | +$143 | |||
| $143 | 0% | 38 -471 | -93% | -$1.77K | |||
| $141 | 0% | 7 | New | +$141 | |||
| $139 | 0% | 80 -103 | -56% | -$179 | |||
| $139 | 0% | 11 -35 | -76% | -$442 | |||
| $139 | 0% | 154 | New | +$139 | |||
| $136 | 0% | 8 | New | +$136 | |||
| $135 | 0% | 28 +10 | +56% | +$48 | |||
| $135 | 0% | 23 | New | +$135 | |||
| $135 | 0% | 36 | New | +$135 | |||
| $134 | 0% | 8 | New | +$134 | |||
| $133 | 0% | 19 +6 | +46% | +$42 | |||
| $133 | 0% | 14 | New | +$133 | |||
| $133 | 0% | 3 | New | +$133 | |||
| $132 | 0% | 234 -714 | -75% | -$403 | |||
| $132 | 0% | 8 -22 | -73% | -$363 | |||
| $130 | 0% | 3 | New | +$130 | |||
| $130 | 0% | 21 | New | +$130 |
