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 | |
|---|---|---|---|---|---|---|---|
| $22.6K | 0% | 1,087 -59 | -5% | -$1.23K | |||
| $22.5K | 0% | 479 -43 | -8% | -$2.02K | |||
| $22.5K | 0% | 661 +380 | +135% | +$12.9K | |||
| $22.4K | 0% | 900 +20 | +2% | +$498 | |||
| $22.4K | 0% | 2,731 -355 | -12% | -$2.91K | |||
| $22.3K | 0% | 326 +193 | +145% | +$13.2K | |||
| $22.3K | 0% | 384 +72 | +23% | +$4.18K | |||
| $22.3K | 0% | 395 | New | +$22.3K | |||
| $22.2K | 0% | 2,457 +349 | +17% | +$3.16K | |||
| $22K | 0% | 800 | – | – | |||
| $22K | 0% | 1,488 -504 | -25% | -$7.44K | |||
| $22K | 0% | 424 -3,671 | -90% | -$190K | |||
| $22K | 0% | 527 +58 | +12% | +$2.42K | |||
| $21.9K | 0% | 605 -76 | -11% | -$2.75K | |||
| $21.9K | 0% | 698 +292 | +72% | +$9.16K | |||
| $21.8K | 0% | 760 -406 | -35% | -$11.7K | |||
| $21.8K | 0% | 633 -7 | -1% | -$241 | |||
| $21.8K | 0% | 415 -1,699 | -80% | -$89.1K | |||
| $21.8K | 0% | 124 -15 | -11% | -$2.63K | |||
| $21.7K | 0% | 2,150 +715 | +50% | +$7.22K | |||
| $21.7K | 0% | 740 +371 | +101% | +$10.9K | |||
| $21.6K | 0% | 564 +492 | +683% | +$18.8K | |||
| $21.5K | 0% | 2,465 +2,291 | +1,317% | +$20K | |||
| $21.5K | 0% | 440 +264 | +150% | +$12.9K | |||
| $21.5K | 0% | 417 +200 | +92% | +$10.3K |
