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 | |
|---|---|---|---|---|---|---|---|
| $203K | 0.01% | 3,009 +2,789 | +1,268% | +$188K | |||
| $203K | 0.01% | 6,511 +451 | +7% | +$14K | |||
| $203K | 0.01% | 11,805 +3,834 | +48% | +$65.9K | |||
| $202K | 0.01% | 2,597 -1,270 | -33% | -$99K | |||
| $202K | 0.01% | 1,859 -13,090 | -88% | -$1.42M | |||
| $202K | 0.01% | 2,661 -44 | -2% | -$3.34K | |||
| $201K | 0.01% | 346 -131 | -27% | -$76.2K | |||
| $200K | 0.01% | 6,245 +802 | +15% | +$25.7K | |||
| $199K | 0.01% | 2,647 +856 | +48% | +$64.3K | |||
| $198K | 0.01% | 5,968 -53 | -0.9% | -$1.76K | |||
| $198K | 0.01% | 752 -139 | -16% | -$36.6K | |||
| $198K | 0.01% | 8,593 +46 | +0.5% | +$1.06K | |||
| $198K | 0.01% | 4,529 -2,712 | -37% | -$119K | |||
| $197K | 0.01% | 1,850 | New | +$197K | |||
| $197K | 0.01% | 9,398 -9,827 | -51% | -$206K | |||
| $197K | 0.01% | 374 +63 | +20% | +$33.1K | |||
| $196K | 0.01% | 4,237 -734 | -15% | -$33.9K | |||
| $196K | 0.01% | 578 +116 | +25% | +$39.2K | |||
| $194K | 0.01% | 733 +254 | +53% | +$67.2K | |||
| $194K | 0.01% | 3,148 +1,222 | +63% | +$75.2K | |||
| $193K | 0.01% | 2,196 +230 | +12% | +$20.2K | |||
| $193K | 0.01% | 459 +6 | +1% | +$2.52K | |||
| $192K | 0.01% | 2,807 -786 | -22% | -$53.8K | |||
| $192K | 0.01% | 2,784 -918 | -25% | -$63.4K | |||
| $192K | 0.01% | 1,466 +218 | +17% | +$28.6K |
