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 | |
|---|---|---|---|---|---|---|---|
| $191K | 0.01% | 3,815 -1,887 | -33% | -$94.3K | |||
| $190K | 0.01% | 4,589 | – | – | |||
| $190K | 0.01% | 1,586 +534 | +51% | +$63.9K | |||
| $189K | 0.01% | 2,105 -67 | -3% | -$6.03K | |||
| $189K | 0.01% | 1,737 +670 | +63% | +$73K | |||
| $189K | 0.01% | 2,793 +651 | +30% | +$44.1K | |||
| $189K | 0.01% | 7,470 -382 | -5% | -$9.65K | |||
| $189K | 0.01% | 7,434 -142 | -2% | -$3.6K | |||
| $188K | 0.01% | 3,954 +7 | +0.2% | +$333 | |||
| $188K | 0.01% | 7,389 +977 | +15% | +$24.8K | |||
| $188K | 0.01% | 2,686 -3,250 | -55% | -$227K | |||
| $186K | 0.01% | 1,183 +222 | +23% | +$34.9K | |||
| $185K | 0.01% | 2,824 +563 | +25% | +$37K | |||
| $184K | 0.01% | 4,682 +693 | +17% | +$27.2K | |||
| $184K | 0.01% | 4,118 +2,658 | +182% | +$119K | |||
| $183K | 0.01% | 756 +34 | +5% | +$8.24K | |||
| $181K | 0.01% | 3,616 +84 | +2% | +$4.2K | |||
| $181K | 0.01% | 1,278 +337 | +36% | +$47.6K | |||
| $180K | 0.01% | 2,617 -2,650 | -50% | -$182K | |||
| $178K | 0.01% | 5,105 -400 | -7% | -$14K | |||
| $178K | 0.01% | 423 -1 | -0.2% | -$420 | |||
| $177K | 0.01% | 7,826 +2,177 | +39% | +$49.2K | |||
| $177K | 0.01% | 2,307 +405 | +21% | +$31K | |||
| $176K | 0.01% | 1,474 +594 | +68% | +$71K | |||
| $176K | 0.01% | 280 +57 | +26% | +$35.8K |
