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 | |
|---|---|---|---|---|---|---|---|
| $79.7K | 0% | 1,018 +247 | +32% | +$19.3K | |||
| $79.7K | 0% | 2,402 -1,033 | -30% | -$34.3K | |||
| $79.4K | 0% | 1,046 | – | – | |||
| $79.1K | 0% | 1,072 -836 | -44% | -$61.7K | |||
| $78.6K | 0% | 7,036 +1,724 | +32% | +$19.3K | |||
| $78.5K | 0% | 371 -138 | -27% | -$29.2K | |||
| $78.3K | 0% | 1,008 -775 | -43% | -$60.2K | |||
| $78.1K | 0% | 1,006 +146 | +17% | +$11.3K | |||
| $77.9K | 0% | 231 +2 | +0.9% | +$674 | |||
| $77.8K | 0% | 211 +86 | +69% | +$31.7K | |||
| $77.7K | 0% | 3,176 | – | – | |||
| $77.7K | 0% | 1,856 +1,839 | +10,818% | +$77K | |||
| $77.5K | 0% | 2,034 +449 | +28% | +$17.1K | |||
| $77.1K | 0% | 1,295 | – | – | |||
| $76.8K | 0% | 1,510 +1,505 | +30,100% | +$76.6K | |||
| $76.7K | 0% | 3,878 -195 | -5% | -$3.86K | |||
| $76.6K | 0% | 728 +278 | +62% | +$29.3K | |||
| $76.6K | 0% | 1,376 +957 | +228% | +$53.2K | |||
| $76.4K | 0% | 1,701 -5,601 | -77% | -$252K | |||
| $76.3K | 0% | 5,500 +1,000 | +22% | +$13.9K | |||
| $76.3K | 0% | 1,828 +498 | +37% | +$20.8K | |||
| $75.7K | 0% | 715 +193 | +37% | +$20.4K | |||
| $75.6K | 0% | 288 +140 | +95% | +$36.8K | |||
| $75.5K | 0% | 16,000 | – | – | |||
| $75.5K | 0% | 726 +165 | +29% | +$17.2K |
