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 | |
|---|---|---|---|---|---|---|---|
| $135K | 0.01% | 2,426 -491 | -17% | -$27.2K | |||
| $135K | 0.01% | 1,784 -9 | -0.5% | -$679 | |||
| $134K | 0.01% | 3,911 +1,813 | +86% | +$62K | |||
| $134K | 0.01% | 19,955 +2,303 | +13% | +$15.4K | |||
| $134K | 0.01% | 739 +149 | +25% | +$27K | |||
| $133K | 0.01% | 5,225 | New | +$133K | |||
| $133K | 0.01% | 1,573 +79 | +5% | +$6.67K | |||
| $132K | 0.01% | 16,645 | – | – | |||
| $132K | 0.01% | 2,725 -263 | -9% | -$12.7K | |||
| $131K | 0.01% | 1,259 +6 | +0.5% | +$626 | |||
| $131K | 0.01% | 3,750 -4 | -0.1% | -$140 | |||
| $131K | 0.01% | 1,995 +1,014 | +103% | +$66.5K | |||
| $131K | 0.01% | 397 +201 | +103% | +$66.2K | |||
| $130K | 0.01% | 8,175 +175 | +2% | +$2.79K | |||
| $130K | 0.01% | 3,214 +795 | +33% | +$32.1K | |||
| $130K | 0.01% | 6,412 +1,137 | +22% | +$23K | |||
| $129K | 0.01% | 1,557 -1,268 | -45% | -$105K | |||
| $128K | 0.01% | 1,462 -180 | -11% | -$15.8K | |||
| $128K | 0.01% | 17,281 +9,192 | +114% | +$68.1K | |||
| $127K | 0.01% | 970 +286 | +42% | +$37.4K | |||
| $127K | 0.01% | 1,142 -1,372 | -55% | -$152K | |||
| $127K | 0.01% | 2,326 -4,972 | -68% | -$271K | |||
| $126K | 0.01% | 564 +157 | +39% | +$35.2K | |||
| $126K | 0.01% | 2,000 | New | +$126K | |||
| $126K | 0.01% | 5,091 -179,020 | -97% | -$4.42M |
