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 | |
|---|---|---|---|---|---|---|---|
| $56.5K | 0% | 428 +221 | +107% | +$29.2K | |||
| $56.4K | 0% | 147 +14 | +11% | +$5.37K | |||
| $56.4K | 0% | 571 | – | – | |||
| $56.3K | 0% | 252 -383 | -60% | -$85.6K | |||
| $56.2K | 0% | 299 +212 | +244% | +$39.8K | |||
| $56K | 0% | 637 | – | – | |||
| $55.9K | 0% | 696 +506 | +266% | +$40.6K | |||
| $55.9K | 0% | 1,684 | – | – | |||
| $55.8K | 0% | 1,543 -329 | -18% | -$11.9K | |||
| $55.8K | 0% | 944 +25 | +3% | +$1.48K | |||
| $55.7K | 0% | 1,600 | New | +$55.7K | |||
| $55.6K | 0% | 1,111 -170 | -13% | -$8.5K | |||
| $55.5K | 0% | 1,018 +224 | +28% | +$12.2K | |||
| $55.5K | 0% | 325 | – | – | |||
| $55.4K | 0% | 431 -1,183 | -73% | -$152K | |||
| $55.2K | 0% | 1,673 +38 | +2% | +$1.26K | |||
| $55.2K | 0% | 845 +46 | +6% | +$3.01K | |||
| $55.2K | 0% | 263 -101 | -28% | -$21.2K | |||
| $55K | 0% | 1,662 +684 | +70% | +$22.6K | |||
| $55K | 0% | 1,404 -3,613 | -72% | -$141K | |||
| $54.8K | 0% | 7,773 | – | – | |||
| $54.6K | 0% | 314 +101 | +47% | +$17.6K | |||
| $54.2K | 0% | 341 -219 | -39% | -$34.8K | |||
| $53.8K | 0% | 1,831 +85 | +5% | +$2.5K | |||
| $53.7K | 0% | 1,372 +288 | +27% | +$11.3K |
