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 | |
|---|---|---|---|---|---|---|---|
| $5 | 0% | 3 | New | +$5 | |||
| $3 | 0% | 1 | New | +$3 | |||
| $3 | 0% | 1 | – | – | |||
| $1 | 0% | 1 | New | +$1 | |||
| $1 | 0% | 1 | – | – | |||
| $0 | 0% | 0 -244 | Closed | – | |||
| $0 | 0% | 0 -12 | Closed | – | |||
| $0 | 0% | 0 -22 | Closed | – | |||
| $0 | 0% | 0 -3 | Closed | – | |||
| $0 | 0% | 0 -3 | Closed | – | |||
| $0 | 0% | 0 -2 | Closed | – | |||
| $0 | 0% | 0 -28 | Closed | – | |||
| $0 | 0% | 0 -431 | Closed | – | |||
| $0 | 0% | 0 -20 | Closed | – | |||
| $0 | 0% | 0 -2,462 | Closed | – | |||
| $0 | 0% | 0 -12 | Closed | – | |||
| $0 | 0% | 0 -198 | Closed | – | |||
| $0 | 0% | 0 -379 | Closed | – | |||
| $0 | 0% | 0 -10 | Closed | – | |||
| $0 | 0% | 0 -48 | Closed | – | |||
| $0 | 0% | 0 -77 | Closed | – | |||
| $0 | 0% | 0 -41 | Closed | – | |||
| $0 | 0% | 0 -129 | Closed | – | |||
| $0 | 0% | 0 -2,400 | Closed | – | |||
| $0 | 0% | 0 -3,000 | Closed | – |
