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 | |
|---|---|---|---|---|---|---|---|
| $300K | 0.02% | 2,180 +96 | +5% | +$13.2K | |||
| $300K | 0.02% | 1,316 +50 | +4% | +$11.4K | |||
| $299K | 0.02% | 6,636 | New | +$299K | |||
| $298K | 0.02% | 9,468 +11 | +0.1% | +$347 | |||
| $297K | 0.02% | 4,167 +778 | +23% | +$55.5K | |||
| $297K | 0.02% | 998 -125 | -11% | -$37.2K | |||
| $296K | 0.02% | 3,601 +1,541 | +75% | +$127K | |||
| $296K | 0.02% | 3,579 +786 | +28% | +$64.9K | |||
| $295K | 0.02% | 1,930 +105 | +6% | +$16.1K | |||
| $293K | 0.02% | 9,555 -5,560 | -37% | -$170K | |||
| $292K | 0.02% | 9,644 -1,301 | -12% | -$39.4K | |||
| $291K | 0.02% | 3,047 +1,598 | +110% | +$152K | |||
| $290K | 0.02% | 3,929 | New | +$290K | |||
| $287K | 0.02% | 2,993 | – | – | |||
| $286K | 0.02% | 1,319 +280 | +27% | +$60.8K | |||
| $285K | 0.02% | 20,918 -10,810 | -34% | -$147K | |||
| $281K | 0.02% | 10,405 +154 | +2% | +$4.16K | |||
| $278K | 0.02% | 1,098 +404 | +58% | +$102K | |||
| $278K | 0.02% | 342 -189 | -36% | -$154K | |||
| $278K | 0.02% | 4,748 +2,250 | +90% | +$132K | |||
| $278K | 0.02% | 4,127 -4,181 | -50% | -$282K | |||
| $278K | 0.02% | 1,050 +333 | +46% | +$88.1K | |||
| $277K | 0.02% | 2,752 -143 | -5% | -$14.4K | |||
| $275K | 0.02% | 233 +81 | +53% | +$95.7K | |||
| $275K | 0.02% | 1,414 +35 | +3% | +$6.8K |
