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 | |
|---|---|---|---|---|---|---|---|
| $31.8K | 0% | 494 +56 | +13% | +$3.6K | |||
| $31.7K | 0% | 959 -61 | -6% | -$2.02K | |||
| $31.7K | 0% | 1,105 +487 | +79% | +$14K | |||
| $31.6K | 0% | 4,011 +1,206 | +43% | +$9.52K | |||
| $31.5K | 0% | 142 +117 | +468% | +$25.9K | |||
| $31.5K | 0% | 464 -30 | -6% | -$2.04K | |||
| $31.2K | 0% | 1,555 -238 | -13% | -$4.78K | |||
| $31.2K | 0% | 1,063 | – | – | |||
| $31.1K | 0% | 574 | – | – | |||
| $30.9K | 0% | 14,449 +13,232 | +1,087% | +$28.3K | |||
| $30.9K | 0% | 486 -1,933 | -80% | -$123K | |||
| $30.8K | 0% | 149 +30 | +25% | +$6.2K | |||
| $30.7K | 0% | 430 +80 | +23% | +$5.72K | |||
| $30.6K | 0% | 511 -468 | -48% | -$28.1K | |||
| $30.6K | 0% | 401 +84 | +27% | +$6.41K | |||
| $30.5K | 0% | 176 -8 | -4% | -$1.39K | |||
| $30.5K | 0% | 285 +4 | +1% | +$428 | |||
| $30.5K | 0% | 2,571 +874 | +52% | +$10.4K | |||
| $30.4K | 0% | 324 +185 | +133% | +$17.4K | |||
| $30.4K | 0% | 653 +3 | +0.5% | +$140 | |||
| $30.4K | 0% | 329 +302 | +1,119% | +$27.9K | |||
| $30.3K | 0% | 393 +48 | +14% | +$3.71K | |||
| $30.2K | 0% | 259 +81 | +46% | +$9.45K | |||
| $30.2K | 0% | 994 +120 | +14% | +$3.64K | |||
| $30K | 0% | 340 +104 | +44% | +$9.16K |
