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 | |
|---|---|---|---|---|---|---|---|
| $33.5K | 0% | 508 +317 | +166% | +$20.9K | |||
| $33.5K | 0% | 320 +33 | +12% | +$3.46K | |||
| $33.5K | 0% | 2,312 +412 | +22% | +$5.97K | |||
| $33.3K | 0% | 731 +442 | +153% | +$20.2K | |||
| $33.3K | 0% | 312 +155 | +99% | +$16.6K | |||
| $33.3K | 0% | 397 +114 | +40% | +$9.57K | |||
| $33.3K | 0% | 258 -1,021 | -80% | -$132K | |||
| $33K | 0% | 1,650 | – | – | |||
| $33K | 0% | 914 +76 | +9% | +$2.74K | |||
| $32.9K | 0% | 173 +31 | +22% | +$5.9K | |||
| $32.9K | 0% | 698 +491 | +237% | +$23.2K | |||
| $32.8K | 0% | 1,400 | New | +$32.8K | |||
| $32.7K | 0% | 426 +49 | +13% | +$3.76K | |||
| $32.6K | 0% | 101 +20 | +25% | +$6.45K | |||
| $32.4K | 0% | 313 -1,544 | -83% | -$160K | |||
| $32.3K | 0% | 902 +353 | +64% | +$12.7K | |||
| $32.3K | 0% | 1,275 +89 | +8% | +$2.25K | |||
| $32.2K | 0% | 921 +478 | +108% | +$16.7K | |||
| $32.2K | 0% | 917 -15 | -2% | -$527 | |||
| $32.2K | 0% | 21,446 | – | – | |||
| $32.2K | 0% | 417 +65 | +18% | +$5.01K | |||
| $32.1K | 0% | 319 +28 | +10% | +$2.82K | |||
| $32K | 0% | 796 -75 | -9% | -$3.01K | |||
| $31.9K | 0% | 1,027 +23 | +2% | +$715 | |||
| $31.8K | 0% | 416 +168 | +68% | +$12.8K |
