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 | |
|---|---|---|---|---|---|---|---|
| $35.9K | 0% | 145 -200 | -58% | -$49.5K | |||
| $35.8K | 0% | 367 +41 | +13% | +$4K | |||
| $35.8K | 0% | 1,400 -701 | -33% | -$17.9K | |||
| $35.6K | 0% | 313 +169 | +117% | +$19.2K | |||
| $35.6K | 0% | 1,028 +9 | +0.9% | +$311 | |||
| $35.5K | 0% | 1,203 +6 | +0.5% | +$177 | |||
| $35.4K | 0% | 180 -104 | -37% | -$20.5K | |||
| $35.4K | 0% | 541 +180 | +50% | +$11.8K | |||
| $35.3K | 0% | 1,835 | New | +$35.3K | |||
| $35.2K | 0% | 330 +272 | +469% | +$29K | |||
| $34.9K | 0% | 1,157 +689 | +147% | +$20.8K | |||
| $34.9K | 0% | 3,306 -469 | -12% | -$4.95K | |||
| $34.9K | 0% | 971 -206 | -18% | -$7.4K | |||
| $34.8K | 0% | 3,100 | – | – | |||
| $34.7K | 0% | 1,298 +439 | +51% | +$11.7K | |||
| $34.4K | 0% | 838 +12 | +1% | +$493 | |||
| $34.4K | 0% | 904 +21 | +2% | +$798 | |||
| $34.2K | 0% | 3,929 +59 | +2% | +$514 | |||
| $34.1K | 0% | 447 +182 | +69% | +$13.9K | |||
| $34.1K | 0% | 742 +248 | +50% | +$11.4K | |||
| $34K | 0% | 228 +14 | +7% | +$2.09K | |||
| $33.9K | 0% | 1,278 -4,633 | -78% | -$123K | |||
| $33.7K | 0% | 1,057 +140 | +15% | +$4.47K | |||
| $33.7K | 0% | 1,136 -1,836 | -62% | -$54.4K | |||
| $33.6K | 0% | 261 +16 | +7% | +$2.06K |
