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 | |
|---|---|---|---|---|---|---|---|
| $45 | 0% | 7 -5 | -42% | -$32 | |||
| $44 | 0% | 6 | New | +$44 | |||
| $43 | 0% | 6 | New | +$43 | |||
| $43 | 0% | 343 +224 | +188% | +$28 | |||
| $42 | 0% | 1 -4 | -80% | -$168 | |||
| $42 | 0% | 13 | New | +$42 | |||
| $41 | 0% | 2 | New | +$41 | |||
| $41 | 0% | 121 | New | +$41 | |||
| $41 | 0% | 1 -7 | -88% | -$287 | |||
| $40 | 0% | 3 | New | +$40 | |||
| $40 | 0% | 21 | New | +$40 | |||
| $40 | 0% | 1 | New | +$40 | |||
| $40 | 0% | 5 | New | +$40 | |||
| $39 | 0% | 13 | New | +$39 | |||
| $38 | 0% | 5 | New | +$38 | |||
| $38 | 0% | 7 +2 | +40% | +$11 | |||
| $37 | 0% | 1 | New | +$37 | |||
| $37 | 0% | 22 +1 | +5% | +$2 | |||
| $37 | 0% | 3 | New | +$37 | |||
| $37 | 0% | 53 | New | +$37 | |||
| $37 | 0% | 11 +5 | +83% | +$17 | |||
| $36 | 0% | 12 | New | +$36 | |||
| $36 | 0% | 16 +15 | +1,500% | +$34 | |||
| $36 | 0% | 12 -40 | -77% | -$120 | |||
| $36 | 0% | 2 | New | +$36 |
