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 | |
|---|---|---|---|---|---|---|---|
| $71.9K | 0% | 546 +181 | +50% | +$23.8K | |||
| $71.9K | 0% | 1,516 -6 | -0.4% | -$285 | |||
| $71.9K | 0% | 617 +81 | +15% | +$9.44K | |||
| $71.7K | 0% | 3,261 +1,474 | +82% | +$32.4K | |||
| $71.6K | 0% | 735 +92 | +14% | +$8.97K | |||
| $71.6K | 0% | 1,000 | New | +$71.6K | |||
| $71.6K | 0% | 1,793 +1,570 | +704% | +$62.7K | |||
| $71.6K | 0% | 4,236 -8,169 | -66% | -$138K | |||
| $71.3K | 0% | 633 +183 | +41% | +$20.6K | |||
| $71.1K | 0% | 1,685 +939 | +126% | +$39.6K | |||
| $70.8K | 0% | 630 -41 | -6% | -$4.61K | |||
| $70.6K | 0% | 565 -5 | -0.9% | -$625 | |||
| $70.3K | 0% | 7,498 +1,711 | +30% | +$16K | |||
| $70.2K | 0% | 784 -692 | -47% | -$62K | |||
| $70.2K | 0% | 473 | – | – | |||
| $70.1K | 0% | 718 +46 | +7% | +$4.49K | |||
| $69.9K | 0% | 11,599 +1,520 | +15% | +$9.17K | |||
| $69.9K | 0% | 713 -2 | -0.3% | -$196 | |||
| $69.8K | 0% | 10,000 | – | – | |||
| $69.8K | 0% | 4,600 +863 | +23% | +$13.1K | |||
| $69.6K | 0% | 12,628 +3,421 | +37% | +$18.9K | |||
| $69.5K | 0% | 1,623 +475 | +41% | +$20.3K | |||
| $69.3K | 0% | 117 -4 | -3% | -$2.37K | |||
| $69.3K | 0% | 499 +137 | +38% | +$19K | |||
| $69.2K | 0% | 1,577 -66 | -4% | -$2.9K |
