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 | |
|---|---|---|---|---|---|---|---|
| $53.7K | 0% | 5,200 | New | +$53.7K | |||
| $53.6K | 0% | 3,524 +1,139 | +48% | +$17.3K | |||
| $53.4K | 0% | 688 +364 | +112% | +$28.3K | |||
| $53.4K | 0% | 1,615 +62 | +4% | +$2.05K | |||
| $53.4K | 0% | 809 -1,133 | -58% | -$74.7K | |||
| $53.3K | 0% | 1,170 +230 | +24% | +$10.5K | |||
| $53K | 0% | 5,047 +544 | +12% | +$5.71K | |||
| $53K | 0% | 333 +34 | +11% | +$5.41K | |||
| $52.9K | 0% | 1,807 +218 | +14% | +$6.38K | |||
| $52.9K | 0% | 1,111 | New | +$52.9K | |||
| $52.9K | 0% | 583 -32 | -5% | -$2.9K | |||
| $52.8K | 0% | 1,742 +113 | +7% | +$3.43K | |||
| $52.7K | 0% | 1,510 +33 | +2% | +$1.15K | |||
| $52.7K | 0% | 999 +110 | +12% | +$5.8K | |||
| $52.7K | 0% | 931 -152 | -14% | -$8.6K | |||
| $52.7K | 0% | 2,359 -6 | -0.3% | -$134 | |||
| $52.6K | 0% | 583 +90 | +18% | +$8.12K | |||
| $52.3K | 0% | 687 +51 | +8% | +$3.88K | |||
| $52.2K | 0% | 353 +24 | +7% | +$3.55K | |||
| $52.2K | 0% | 2,533 +969 | +62% | +$20K | |||
| $52.1K | 0% | 3,258 +1,916 | +143% | +$30.6K | |||
| $52K | 0% | 1,224 | – | – | |||
| $52K | 0% | 1,329 +701 | +112% | +$27.4K | |||
| $51.9K | 0% | 1,578 +644 | +69% | +$21.2K | |||
| $51.9K | 0% | 16,674 +4,575 | +38% | +$14.2K |
