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 | |
|---|---|---|---|---|---|---|---|
| $229K | 0.01% | 988 +36 | +4% | +$8.33K | |||
| $228K | 0.01% | 2,625 +67 | +3% | +$5.83K | |||
| $228K | 0.01% | 1,518 -155 | -9% | -$23.3K | |||
| $228K | 0.01% | 1,906 -206 | -10% | -$24.7K | |||
| $228K | 0.01% | 1,325 +209 | +19% | +$36K | |||
| $228K | 0.01% | 532 +101 | +23% | +$43.2K | |||
| $228K | 0.01% | 3,032 +194 | +7% | +$14.6K | |||
| $227K | 0.01% | 857 +403 | +89% | +$107K | |||
| $227K | 0.01% | 1,104 +232 | +27% | +$47.7K | |||
| $226K | 0.01% | 613 -9 | -1% | -$3.32K | |||
| $226K | 0.01% | 8,962 | – | – | |||
| $226K | 0.01% | 967 +246 | +34% | +$57.4K | |||
| $225K | 0.01% | 2,577 +121 | +5% | +$10.6K | |||
| $224K | 0.01% | 2,002 -1,251 | -38% | -$140K | |||
| $224K | 0.01% | 610 +9 | +2% | +$3.3K | |||
| $223K | 0.01% | 1,837 +34 | +2% | +$4.13K | |||
| $223K | 0.01% | 1,992 -1,064 | -35% | -$119K | |||
| $222K | 0.01% | 785 +192 | +32% | +$54.4K | |||
| $222K | 0.01% | 10,022 -1,151 | -10% | -$25.5K | |||
| $222K | 0.01% | 663 +191 | +40% | +$63.9K | |||
| $221K | 0.01% | 21,474 +6,873 | +47% | +$70.7K | |||
| $221K | 0.01% | 4,903 +443 | +10% | +$20K | |||
| $221K | 0.01% | 2,289 +144 | +7% | +$13.9K | |||
| $220K | 0.01% | 2,468 +67 | +3% | +$5.98K | |||
| $220K | 0.01% | 3,834 +1,361 | +55% | +$78.2K |
