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 | |
|---|---|---|---|---|---|---|---|
| $20.3K | 0% | 470 | New | +$20.3K | |||
| $20.3K | 0% | 172 +105 | +157% | +$12.4K | |||
| $20.2K | 0% | 427 +47 | +12% | +$2.22K | |||
| $20.1K | 0% | 1,052 -2 | -0.2% | -$38 | |||
| $20.1K | 0% | 620 | – | – | |||
| $20.1K | 0% | 400 | – | – | |||
| $20.1K | 0% | 491 -40 | -8% | -$1.64K | |||
| $20.1K | 0% | 707 +172 | +32% | +$4.89K | |||
| $20K | 0% | 487 -2,685 | -85% | -$111K | |||
| $20K | 0% | 354 -311 | -47% | -$17.6K | |||
| $20K | 0% | 697 +264 | +61% | +$7.58K | |||
| $19.9K | 0% | 323 +235 | +267% | +$14.5K | |||
| $19.9K | 0% | 973 +27 | +3% | +$551 | |||
| $19.8K | 0% | 775 +59 | +8% | +$1.51K | |||
| $19.8K | 0% | 723 +129 | +22% | +$3.53K | |||
| $19.7K | 0% | 351 | New | +$19.7K | |||
| $19.7K | 0% | 2,247 +132 | +6% | +$1.16K | |||
| $19.5K | 0% | 3,732 +119 | +3% | +$621 | |||
| $19.4K | 0% | 489 +11 | +2% | +$437 | |||
| $19.4K | 0% | 455 +94 | +26% | +$4.01K | |||
| $19.4K | 0% | 250 +163 | +187% | +$12.7K | |||
| $19.4K | 0% | 265 +5 | +2% | +$366 | |||
| $19.3K | 0% | 1,729 -207 | -11% | -$2.32K | |||
| $19.3K | 0% | 1,665 +1,284 | +337% | +$14.9K | |||
| $19.3K | 0% | 407 -125 | -24% | -$5.94K |
