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 | |
|---|---|---|---|---|---|---|---|
| $37.8K | 0% | 122 +46 | +61% | +$14.3K | |||
| $37.8K | 0% | 335 -17 | -5% | -$1.92K | |||
| $37.6K | 0% | 422 +367 | +667% | +$32.7K | |||
| $37.5K | 0% | 863 +470 | +120% | +$20.4K | |||
| $37.5K | 0% | 375 | – | – | |||
| $37.3K | 0% | 2,960 +984 | +50% | +$12.4K | |||
| $37.2K | 0% | 1,728 +1,224 | +243% | +$26.3K | |||
| $37.1K | 0% | 2,538 +1,868 | +279% | +$27.3K | |||
| $37K | 0% | 460 +81 | +21% | +$6.52K | |||
| $37K | 0% | 639 +246 | +63% | +$14.2K | |||
| $37K | 0% | 333 -959 | -74% | -$106K | |||
| $36.9K | 0% | 1,232 +43 | +4% | +$1.29K | |||
| $36.8K | 0% | 221 -3 | -1% | -$500 | |||
| $36.8K | 0% | 436 -292 | -40% | -$24.6K | |||
| $36.7K | 0% | 1,033 +51 | +5% | +$1.81K | |||
| $36.5K | 0% | 2,932 +249 | +9% | +$3.1K | |||
| $36.4K | 0% | 165 +11 | +7% | +$2.43K | |||
| $36.3K | 0% | 172 | – | – | |||
| $36.3K | 0% | 2,990 | – | – | |||
| $36.2K | 0% | 1,435 +761 | +113% | +$19.2K | |||
| $36.2K | 0% | 273 +21 | +8% | +$2.79K | |||
| $36.2K | 0% | 354 -1,136 | -76% | -$116K | |||
| $36.2K | 0% | 5 | – | – | |||
| $36.2K | 0% | 830 | – | – | |||
| $36.2K | 0% | 888 +324 | +57% | +$13.2K |
