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 | |
|---|---|---|---|---|---|---|---|
| $220K | 0.01% | 636 +87 | +16% | +$30.1K | |||
| $219K | 0.01% | 1,687 +804 | +91% | +$104K | |||
| $219K | 0.01% | 1,677 -1,094 | -39% | -$143K | |||
| $218K | 0.01% | 5,225 +980 | +23% | +$41K | |||
| $218K | 0.01% | 625 -119 | -16% | -$41.6K | |||
| $218K | 0.01% | 952 -310 | -25% | -$71K | |||
| $218K | 0.01% | 2,282 +768 | +51% | +$73.4K | |||
| $217K | 0.01% | 5,402 | – | – | |||
| $216K | 0.01% | 2,644 +2,124 | +408% | +$173K | |||
| $215K | 0.01% | 7,760 +2,872 | +59% | +$79.5K | |||
| $214K | 0.01% | 2,520 +34 | +1% | +$2.89K | |||
| $213K | 0.01% | 4,848 +876 | +22% | +$38.5K | |||
| $213K | 0.01% | 6,862 +1,752 | +34% | +$54.3K | |||
| $212K | 0.01% | 6,497 -1,629 | -20% | -$53.1K | |||
| $212K | 0.01% | 2,624 +530 | +25% | +$42.8K | |||
| $212K | 0.01% | 4,039 -116 | -3% | -$6.08K | |||
| $210K | 0.01% | 4,371 -206 | -5% | -$9.89K | |||
| $209K | 0.01% | 797 +294 | +58% | +$77K | |||
| $208K | 0.01% | 2,223 +673 | +43% | +$62.9K | |||
| $207K | 0.01% | 974 +185 | +23% | +$39.3K | |||
| $207K | 0.01% | 362 +65 | +22% | +$37.1K | |||
| $207K | 0.01% | 1,389 +1,332 | +2,337% | +$198K | |||
| $206K | 0.01% | 2,611 +1,580 | +153% | +$125K | |||
| $205K | 0.01% | 667 -390 | -37% | -$120K | |||
| $204K | 0.01% | 905 +253 | +39% | +$57K |
