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 | |
|---|---|---|---|---|---|---|---|
| $165K | 0.01% | 1,502 -38 | -2% | -$4.18K | |||
| $164K | 0.01% | 3,213 -15 | -0.5% | -$766 | |||
| $164K | 0.01% | 166 +38 | +30% | +$37.5K | |||
| $164K | 0.01% | 2,266 +254 | +13% | +$18.4K | |||
| $164K | 0.01% | 1,570 -1,261 | -45% | -$131K | |||
| $163K | 0.01% | 4,774 -1,681 | -26% | -$57.5K | |||
| $163K | 0.01% | 2,186 -751 | -26% | -$56.1K | |||
| $163K | 0.01% | 2,081 +107 | +5% | +$8.36K | |||
| $162K | 0.01% | 2,441 -18 | -0.7% | -$1.2K | |||
| $161K | 0.01% | 10,450 +3,126 | +43% | +$48.2K | |||
| $161K | 0.01% | 1,377 +420 | +44% | +$49.1K | |||
| $161K | 0.01% | 5,633 -2,778 | -33% | -$79.4K | |||
| $161K | 0.01% | 2,221 +917 | +70% | +$66.5K | |||
| $161K | 0.01% | 548 +47 | +9% | +$13.8K | |||
| $161K | 0.01% | 886 +73 | +9% | +$13.3K | |||
| $160K | 0.01% | 15,993 +2,011 | +14% | +$20.2K | |||
| $160K | 0.01% | 420 +74 | +21% | +$28.2K | |||
| $160K | 0.01% | 1,261 -32 | -2% | -$4.07K | |||
| $160K | 0.01% | 2,511 +211 | +9% | +$13.5K | |||
| $159K | 0.01% | 980 +102 | +12% | +$16.5K | |||
| $158K | 0.01% | 1,500 | New | +$158K | |||
| $158K | 0.01% | 4,017 +370 | +10% | +$14.5K | |||
| $157K | 0.01% | 1,964 +369 | +23% | +$29.5K | |||
| $157K | 0.01% | 1,379 +1,308 | +1,842% | +$149K | |||
| $157K | 0.01% | 607 +36 | +6% | +$9.3K |
