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 | |
|---|---|---|---|---|---|---|---|
| $109K | 0.01% | 1,884 | – | – | |||
| $109K | 0.01% | 2,284 -3 | -0.1% | -$144 | |||
| $109K | 0.01% | 2,658 +57 | +2% | +$2.34K | |||
| $109K | 0.01% | 2,199 +389 | +21% | +$19.3K | |||
| $108K | 0.01% | 1,723 +4 | +0.2% | +$250 | |||
| $107K | 0.01% | 338 -133 | -28% | -$42.1K | |||
| $107K | 0.01% | 1,258 +199 | +19% | +$16.9K | |||
| $106K | 0.01% | 614 +253 | +70% | +$43.8K | |||
| $106K | 0.01% | 630 +358 | +132% | +$60.2K | |||
| $106K | 0.01% | 1,147 +180 | +19% | +$16.6K | |||
| $105K | 0.01% | 1,050 +383 | +57% | +$38.4K | |||
| $105K | 0.01% | 204 -2,626 | -93% | -$1.36M | |||
| $105K | 0.01% | 628 +227 | +57% | +$38K | |||
| $105K | 0.01% | 2,515 +1,108 | +79% | +$46.1K | |||
| $104K | 0.01% | 2,311 +179 | +8% | +$8.09K | |||
| $104K | 0.01% | 474 -619 | -57% | -$136K | |||
| $103K | 0.01% | 929 -62 | -6% | -$6.9K | |||
| $103K | 0.01% | 868 +290 | +50% | +$34.6K | |||
| $103K | 0.01% | 858 -6,578 | -88% | -$791K | |||
| $103K | 0.01% | 2,847 +775 | +37% | +$28K | |||
| $103K | 0.01% | 9,716 -9,962 | -51% | -$105K | |||
| $103K | 0.01% | 2,417 -59 | -2% | -$2.51K | |||
| $103K | 0.01% | 4,305 +1,149 | +36% | +$27.4K | |||
| $102K | 0.01% | 1,720 -15 | -0.9% | -$893 | |||
| $102K | 0.01% | 689 -177 | -20% | -$26.3K |
