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 | |
|---|---|---|---|---|---|---|---|
| $51.8K | 0% | 1,650 +526 | +47% | +$16.5K | |||
| $51.5K | 0% | 445 +209 | +89% | +$24.2K | |||
| $51.4K | 0% | 2,241 +1,361 | +155% | +$31.2K | |||
| $51.3K | 0% | 1,178 +115 | +11% | +$5.01K | |||
| $51.2K | 0% | 180 +54 | +43% | +$15.4K | |||
| $51.2K | 0% | 5,342 | – | – | |||
| $51K | 0% | 3,358 +1,263 | +60% | +$19.2K | |||
| $50.7K | 0% | 1,055 +98 | +10% | +$4.71K | |||
| $50.4K | 0% | 164 +77 | +89% | +$23.6K | |||
| $50.3K | 0% | 815 +229 | +39% | +$14.1K | |||
| $50.3K | 0% | 687 | New | +$50.3K | |||
| $50.2K | 0% | 3,177 +2,792 | +725% | +$44.1K | |||
| $50.1K | 0% | 625 +266 | +74% | +$21.3K | |||
| $50.1K | 0% | 1,402 | – | – | |||
| $50.1K | 0% | 657 +34 | +5% | +$2.59K | |||
| $50K | 0% | 337 +279 | +481% | +$41.4K | |||
| $49.9K | 0% | 198 -7 | -3% | -$1.76K | |||
| $49.8K | 0% | 370 -570 | -61% | -$76.7K | |||
| $49.7K | 0% | 11,153 +163 | +1% | +$727 | |||
| $49.7K | 0% | 578 +40 | +7% | +$3.44K | |||
| $49.7K | 0% | 163 -278 | -63% | -$84.7K | |||
| $49.5K | 0% | 644 +274 | +74% | +$21.1K | |||
| $49.5K | 0% | 1,578 -205 | -12% | -$6.43K | |||
| $49.5K | 0% | 4,252 -4,739 | -53% | -$55.1K | |||
| $49.4K | 0% | 1,040 +639 | +159% | +$30.4K |
