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 | |
|---|---|---|---|---|---|---|---|
| $39.6K | 0% | 1,075 | New | +$39.6K | |||
| $39.6K | 0% | 87 -175 | -67% | -$79.6K | |||
| $39.6K | 0% | 2,020 +1,159 | +135% | +$22.7K | |||
| $39.5K | 0% | 1,366 +328 | +32% | +$9.48K | |||
| $39.5K | 0% | 326 -501 | -61% | -$60.6K | |||
| $39.4K | 0% | 699 +11 | +2% | +$621 | |||
| $39.4K | 0% | 4,837 +2,780 | +135% | +$22.6K | |||
| $39.3K | 0% | 7,196 +5,458 | +314% | +$29.8K | |||
| $39.3K | 0% | 887 +174 | +24% | +$7.7K | |||
| $39.1K | 0% | 460 -307 | -40% | -$26.1K | |||
| $39K | 0% | 1,585 +409 | +35% | +$10.1K | |||
| $38.9K | 0% | 5,075 | New | +$38.9K | |||
| $38.7K | 0% | 842 -34 | -4% | -$1.56K | |||
| $38.7K | 0% | 1,008 | – | – | |||
| $38.6K | 0% | 487 +189 | +63% | +$15K | |||
| $38.6K | 0% | 1,962 +132 | +7% | +$2.59K | |||
| $38.3K | 0% | 435 -36 | -8% | -$3.17K | |||
| $38.3K | 0% | 2,461 | – | – | |||
| $38.2K | 0% | 54,635 -667 | -1% | -$467 | |||
| $38.2K | 0% | 345 -121 | -26% | -$13.4K | |||
| $38.1K | 0% | 660 +18 | +3% | +$1.04K | |||
| $38.1K | 0% | 5,778 -18,628 | -76% | -$123K | |||
| $38.1K | 0% | 9,663 +612 | +7% | +$2.41K | |||
| $38K | 0% | 772 -183 | -19% | -$9.01K | |||
| $37.9K | 0% | 1,505 | – | – |
