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 | 11.05% |
| 2 | Financials | 6.39% |
| 3 | Consumer Discretionary | 5.9% |
| 4 | Industrials | 3.43% |
| 5 | Healthcare | 2.84% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $318K | 0.02% | 1,612 +359 | +29% | +$70.9K | |||
| $318K | 0.02% | 9,650 -250 | -3% | -$8.25K | |||
| $318K | 0.02% | 1,577 -12 | -0.8% | -$2.42K | |||
| $317K | 0.02% | 2,165 -3 | -0.1% | -$440 | |||
| $317K | 0.02% | 7,346 | – | – | |||
| $315K | 0.02% | 4,970 -961 | -16% | -$60.9K | |||
| $315K | 0.02% | 3,050 +169 | +6% | +$17.4K | |||
| $314K | 0.02% | 3,920 +1,879 | +92% | +$151K | |||
| $313K | 0.02% | 1,777 +295 | +20% | +$52K | |||
| $313K | 0.02% | 2,318 +279 | +14% | +$37.7K | |||
| $312K | 0.02% | 2,046 +71 | +4% | +$10.8K | |||
| $312K | 0.02% | 10,355 | – | – | |||
| $311K | 0.02% | 5,349 -1,170 | -18% | -$68.1K | |||
| $309K | 0.02% | 503 +5 | +1% | +$3.08K | |||
| $307K | 0.02% | 5,636 +182 | +3% | +$9.92K | |||
| $305K | 0.02% | 1,201 +114 | +10% | +$29K | |||
| $305K | 0.02% | 4,676 | New | +$305K | |||
| $305K | 0.02% | 7,093 -186 | -3% | -$7.99K | |||
| $304K | 0.02% | 4,380 -1,037 | -19% | -$72K | |||
| $303K | 0.02% | 9,159 +1,096 | +14% | +$36.2K | |||
| $303K | 0.02% | 2,751 +359 | +15% | +$39.5K | |||
| $302K | 0.02% | 98,629 -1,058 | -1% | -$3.24K | |||
| $302K | 0.02% | 3,756 +727 | +24% | +$58.4K | |||
| $301K | 0.02% | 2,373 +203 | +9% | +$25.8K | |||
| $301K | 0.02% | 18,622 +20 | +0.1% | +$324 |
