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 | |
|---|---|---|---|---|---|---|---|
| $40.9K | 0% | 187 -511 | -73% | -$112K | |||
| $40.8K | 0% | 7,226 +1,220 | +20% | +$6.89K | |||
| $40.8K | 0% | 6,156 +205 | +3% | +$1.36K | |||
| $40.7K | 0% | 392 -31 | -7% | -$3.22K | |||
| $40.7K | 0% | 131 +62 | +90% | +$19.3K | |||
| $40.7K | 0% | 261 +49 | +23% | +$7.64K | |||
| $40.7K | 0% | 85 +14 | +20% | +$6.7K | |||
| $40.6K | 0% | 3,235 +702 | +28% | +$8.82K | |||
| $40.5K | 0% | 1,024 +382 | +60% | +$15.1K | |||
| $40.4K | 0% | 3,300 | – | – | |||
| $40.2K | 0% | 2,313 +675 | +41% | +$11.7K | |||
| $40.2K | 0% | 1,433 -27 | -2% | -$758 | |||
| $40.1K | 0% | 2,355 -380 | -14% | -$6.48K | |||
| $40K | 0% | 568 +203 | +56% | +$14.3K | |||
| $40K | 0% | 2,103 -1,173 | -36% | -$22.3K | |||
| $40K | 0% | 938 +10 | +1% | +$426 | |||
| $39.9K | 0% | 343 +125 | +57% | +$14.5K | |||
| $39.8K | 0% | 1,394 | New | +$39.8K | |||
| $39.8K | 0% | 867 +835 | +2,609% | +$38.4K | |||
| $39.8K | 0% | 906 -134 | -13% | -$5.88K | |||
| $39.8K | 0% | 33,992 -4,600 | -12% | -$5.38K | |||
| $39.8K | 0% | 2,182 +425 | +24% | +$7.74K | |||
| $39.7K | 0% | 1,347 +332 | +33% | +$9.79K | |||
| $39.7K | 0% | 372 -2 | -0.5% | -$213 | |||
| $39.7K | 0% | 1,914 -594 | -24% | -$12.3K |
