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 | |
|---|---|---|---|---|---|---|---|
| $156K | 0.01% | 423 +9 | +2% | +$3.33K | |||
| $156K | 0.01% | 714 +491 | +220% | +$107K | |||
| $156K | 0.01% | 2,923 +305 | +12% | +$16.3K | |||
| $156K | 0.01% | 1,600 +750 | +88% | +$73K | |||
| $156K | 0.01% | 751 +164 | +28% | +$34K | |||
| $155K | 0.01% | 10,092 -10,860 | -52% | -$167K | |||
| $155K | 0.01% | 2,703 -12,221 | -82% | -$700K | |||
| $154K | 0.01% | 4,231 +2,977 | +237% | +$108K | |||
| $153K | 0.01% | 17,474 -886 | -5% | -$7.76K | |||
| $151K | 0.01% | 1,185 +432 | +57% | +$55.2K | |||
| $151K | 0.01% | 2,904 +148 | +5% | +$7.71K | |||
| $151K | 0.01% | 2,296 -2,452 | -52% | -$161K | |||
| $151K | 0.01% | 1,611 +995 | +162% | +$93.2K | |||
| $151K | 0.01% | 7,005 | – | – | |||
| $151K | 0.01% | 2,482 +897 | +57% | +$54.5K | |||
| $151K | 0.01% | 754 +42 | +6% | +$8.39K | |||
| $150K | 0.01% | 2,012 | – | – | |||
| $150K | 0.01% | 77 -68 | -47% | -$133K | |||
| $149K | 0.01% | 1,795 -198 | -10% | -$16.5K | |||
| $149K | 0.01% | 2,564 +1,595 | +165% | +$93K | |||
| $148K | 0.01% | 495 -419 | -46% | -$125K | |||
| $147K | 0.01% | 12,189 -16 | -0.1% | -$193 | |||
| $145K | 0.01% | 2,286 -3,872 | -63% | -$246K | |||
| $145K | 0.01% | 8,622 -41 | -0.5% | -$690 | |||
| $145K | 0.01% | 2,460 +1,494 | +155% | +$88K |
