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 | |
|---|---|---|---|---|---|---|---|
| $75.2K | 0% | 3,017 | New | +$75.2K | |||
| $75.2K | 0% | 1,506 -4 | -0.3% | -$200 | |||
| $75K | 0% | 2,002 +174 | +10% | +$6.52K | |||
| $74.8K | 0% | 7,500 -2,238 | -23% | -$22.3K | |||
| $74.8K | 0% | 1,216 +175 | +17% | +$10.8K | |||
| $74.7K | 0% | 895 +35 | +4% | +$2.92K | |||
| $74.6K | 0% | 1,119 +1,011 | +936% | +$67.4K | |||
| $74.6K | 0% | 1,985 | – | – | |||
| $74.4K | 0% | 2,043 -764 | -27% | -$27.8K | |||
| $74.4K | 0% | 5,188 +448 | +9% | +$6.42K | |||
| $74.4K | 0% | 754 +260 | +53% | +$25.6K | |||
| $74.2K | 0% | 56 +25 | +81% | +$33.1K | |||
| $74.1K | 0% | 1,423 +435 | +44% | +$22.7K | |||
| $73.9K | 0% | 3,780 +679 | +22% | +$13.3K | |||
| $73.7K | 0% | 1,800 | – | – | |||
| $73.7K | 0% | 1,099 -38 | -3% | -$2.55K | |||
| $73.6K | 0% | 1,461 +16 | +1% | +$806 | |||
| $73.6K | 0% | 1,159 -224 | -16% | -$14.2K | |||
| $73.4K | 0% | 718 -82 | -10% | -$8.38K | |||
| $73.3K | 0% | 3,082 -1,707 | -36% | -$40.6K | |||
| $73.1K | 0% | 589 -31 | -5% | -$3.85K | |||
| $72.6K | 0% | 940 -4,429 | -82% | -$342K | |||
| $72.6K | 0% | 868 +570 | +191% | +$47.6K | |||
| $72.4K | 0% | 1,105 +628 | +132% | +$41.1K | |||
| $72.2K | 0% | 207 +74 | +56% | +$25.8K |
