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 | |
|---|---|---|---|---|---|---|---|
| $18.6K | 0% | 1,297 -66 | -5% | -$946 | |||
| $18.5K | 0% | 322 -52 | -14% | -$2.99K | |||
| $18.5K | 0% | 144 +31 | +27% | +$3.97K | |||
| $18.4K | 0% | 344 -2 | -0.6% | -$107 | |||
| $18.4K | 0% | 940 -317 | -25% | -$6.21K | |||
| $18.4K | 0% | 315 +125 | +66% | +$7.3K | |||
| $18.4K | 0% | 198 -5 | -2% | -$464 | |||
| $18.3K | 0% | 2,253 | – | – | |||
| $18.3K | 0% | 1,541 -85 | -5% | -$1.01K | |||
| $18.3K | 0% | 1,738 +964 | +125% | +$10.1K | |||
| $18.2K | 0% | 232 | – | – | |||
| $18.1K | 0% | 500 +499 | +49,900% | +$18.1K | |||
| $18.1K | 0% | 557 | – | – | |||
| $18.1K | 0% | 97 +3 | +3% | +$558 | |||
| $18K | 0% | 382 +277 | +264% | +$13.1K | |||
| $18K | 0% | 80 -7 | -8% | -$1.58K | |||
| $18K | 0% | 188 +8 | +4% | +$765 | |||
| $18K | 0% | 1,252 +502 | +67% | +$7.21K | |||
| $17.9K | 0% | 660 -584 | -47% | -$15.9K | |||
| $17.9K | 0% | 1,557 +48 | +3% | +$552 | |||
| $17.9K | 0% | 3,216 +2,310 | +255% | +$12.9K | |||
| $17.9K | 0% | 535 -86,159 | -99% | -$2.88M | |||
| $17.9K | 0% | 157 +52 | +50% | +$5.92K | |||
| $17.8K | 0% | 1,019 +18 | +2% | +$315 | |||
| $17.8K | 0% | 41 +5 | +14% | +$2.17K |
