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 | |
|---|---|---|---|---|---|---|---|
| $21.4K | 0% | 545 +116 | +27% | +$4.55K | |||
| $21.4K | 0% | 4,089 +37 | +0.9% | +$194 | |||
| $21.3K | 0% | 511 | – | – | |||
| $21.3K | 0% | 339 | – | – | |||
| $21.3K | 0% | 1,003 +42 | +4% | +$892 | |||
| $21.3K | 0% | 612 +343 | +128% | +$11.9K | |||
| $21.2K | 0% | 2,887 +443 | +18% | +$3.26K | |||
| $21.2K | 0% | 2,154 -171 | -7% | -$1.68K | |||
| $21K | 0% | 112 +6 | +6% | +$1.13K | |||
| $21K | 0% | 495 +16 | +3% | +$678 | |||
| $20.9K | 0% | 2,404 +295 | +14% | +$2.57K | |||
| $20.9K | 0% | 186 +157 | +541% | +$17.7K | |||
| $20.9K | 0% | 139 -66 | -32% | -$9.91K | |||
| $20.9K | 0% | 145 +27 | +23% | +$3.89K | |||
| $20.8K | 0% | 179 +57 | +47% | +$6.63K | |||
| $20.8K | 0% | 637 +72 | +13% | +$2.35K | |||
| $20.7K | 0% | 546 -315 | -37% | -$12K | |||
| $20.7K | 0% | 195 | New | +$20.7K | |||
| $20.7K | 0% | 85 -41 | -33% | -$9.99K | |||
| $20.7K | 0% | 315 +135 | +75% | +$8.86K | |||
| $20.6K | 0% | 301 +87 | +41% | +$5.97K | |||
| $20.6K | 0% | 272 +28 | +11% | +$2.12K | |||
| $20.5K | 0% | 1,955 +180 | +10% | +$1.89K | |||
| $20.4K | 0% | 577 +81 | +16% | +$2.87K | |||
| $20.4K | 0% | 452 +151 | +50% | +$6.82K |
