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 | |
|---|---|---|---|---|---|---|---|
| $19.2K | 0% | 376 -116 | -24% | -$5.93K | |||
| $19.2K | 0% | 300 | New | +$19.2K | |||
| $19.2K | 0% | 230 +39 | +20% | +$3.26K | |||
| $19.2K | 0% | 684 +18 | +3% | +$505 | |||
| $19.1K | 0% | 142 -23 | -14% | -$3.09K | |||
| $19.1K | 0% | 781 +270 | +53% | +$6.59K | |||
| $19.1K | 0% | 1,110 +498 | +81% | +$8.55K | |||
| $19K | 0% | 1,453 +410 | +39% | +$5.38K | |||
| $19K | 0% | 798 -90 | -10% | -$2.15K | |||
| $19K | 0% | 968 | – | – | |||
| $19K | 0% | 2,378 +91 | +4% | +$726 | |||
| $19K | 0% | 282 +169 | +150% | +$11.4K | |||
| $19K | 0% | 657 +126 | +24% | +$3.64K | |||
| $19K | 0% | 431 +128 | +42% | +$5.63K | |||
| $18.9K | 0% | 4,434 +59 | +1% | +$252 | |||
| $18.9K | 0% | 325 | – | – | |||
| $18.9K | 0% | 85 -8 | -9% | -$1.78K | |||
| $18.9K | 0% | 502 +322 | +179% | +$12.1K | |||
| $18.9K | 0% | 943 -202 | -18% | -$4.04K | |||
| $18.8K | 0% | 3,602 +3,081 | +591% | +$16.1K | |||
| $18.8K | 0% | 521 -13 | -2% | -$469 | |||
| $18.7K | 0% | 796 | New | +$18.7K | |||
| $18.7K | 0% | 1,065 | – | – | |||
| $18.7K | 0% | 151 -10 | -6% | -$1.24K | |||
| $18.7K | 0% | 894 +696 | +352% | +$14.5K |
