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 | |
|---|---|---|---|---|---|---|---|
| $61 | 0% | 2 | New | +$61 | |||
| $61 | 0% | 31 | New | +$61 | |||
| $61 | 0% | 29 | New | +$61 | |||
| $60 | 0% | 5 | – | – | |||
| $59 | 0% | 11 | New | +$59 | |||
| $58 | 0% | 65 | New | +$58 | |||
| $57 | 0% | 106 | New | +$57 | |||
| $56 | 0% | 1 | New | +$56 | |||
| $56 | 0% | 126 | New | +$56 | |||
| $56 | 0% | 8 +5 | +167% | +$35 | |||
| $54 | 0% | 2 +1 | +100% | +$27 | |||
| $54 | 0% | 11 +9 | +450% | +$44 | |||
| $54 | 0% | 50 +49 | +4,900% | +$53 | |||
| $53 | 0% | 33 +29 | +725% | +$47 | |||
| $53 | 0% | 2 | New | +$53 | |||
| $52 | 0% | 2 -27 | -93% | -$702 | |||
| $51 | 0% | 1 | New | +$51 | |||
| $51 | 0% | 1 | New | +$51 | |||
| $51 | 0% | 2 | New | +$51 | |||
| $50 | 0% | 6 | – | – | |||
| $50 | 0% | 111 | New | +$50 | |||
| $50 | 0% | 130 | New | +$50 | |||
| $49 | 0% | 4 -10 | -71% | -$123 | |||
| $48 | 0% | 2 | New | +$48 | |||
| $45 | 0% | 21 | New | +$45 |
