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 | |
|---|---|---|---|---|---|---|---|
| $23.8K | 0% | 3,355 +222 | +7% | +$1.57K | |||
| $23.8K | 0% | 981 +363 | +59% | +$8.8K | |||
| $23.8K | 0% | 845 +93 | +12% | +$2.62K | |||
| $23.7K | 0% | 1,061 | – | – | |||
| $23.7K | 0% | 249 +3 | +1% | +$286 | |||
| $23.7K | 0% | 1,642 -162 | -9% | -$2.33K | |||
| $23.6K | 0% | 2,304 +1,078 | +88% | +$11K | |||
| $23.5K | 0% | 88 +31 | +54% | +$8.29K | |||
| $23.5K | 0% | 442 | – | – | |||
| $23.5K | 0% | 345 +116 | +51% | +$7.91K | |||
| $23.4K | 0% | 710 | – | – | |||
| $23.4K | 0% | 1,226 -1,237 | -50% | -$23.6K | |||
| $23.4K | 0% | 257 -2 | -0.8% | -$182 | |||
| $23.3K | 0% | 425 +95 | +29% | +$5.2K | |||
| $23.1K | 0% | 544 +7 | +1% | +$297 | |||
| $23.1K | 0% | 344 -97 | -22% | -$6.51K | |||
| $23K | 0% | 411 -3 | -0.7% | -$168 | |||
| $23K | 0% | 807 +35 | +5% | +$996 | |||
| $22.9K | 0% | 910 +145 | +19% | +$3.65K | |||
| $22.9K | 0% | 417 +142 | +52% | +$7.79K | |||
| $22.9K | 0% | 1,035 +203 | +24% | +$4.48K | |||
| $22.8K | 0% | 141 +30 | +27% | +$4.85K | |||
| $22.8K | 0% | 188 +123 | +189% | +$14.9K | |||
| $22.7K | 0% | 745 +427 | +134% | +$13K | |||
| $22.7K | 0% | 2,454 +1,070 | +77% | +$9.89K |
