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 | |
|---|---|---|---|---|---|---|---|
| $17.8K | 0% | 265 +194 | +273% | +$13K | |||
| $17.7K | 0% | 619 +187 | +43% | +$5.36K | |||
| $17.7K | 0% | 186 +113 | +155% | +$10.8K | |||
| $17.7K | 0% | 1,325 | New | +$17.7K | |||
| $17.7K | 0% | 366 +340 | +1,308% | +$16.4K | |||
| $17.5K | 0% | 438 +173 | +65% | +$6.92K | |||
| $17.5K | 0% | 274 +175 | +177% | +$11.2K | |||
| $17.5K | 0% | 224 -10 | -4% | -$780 | |||
| $17.5K | 0% | 750 | – | – | |||
| $17.4K | 0% | 1,866 -314 | -14% | -$2.94K | |||
| $17.4K | 0% | 450 +37 | +9% | +$1.43K | |||
| $17.4K | 0% | 483 +21 | +5% | +$757 | |||
| $17.4K | 0% | 339 -6 | -2% | -$307 | |||
| $17.4K | 0% | 419 -932 | -69% | -$38.6K | |||
| $17.3K | 0% | 225 -18 | -7% | -$1.39K | |||
| $17.3K | 0% | 85 -72 | -46% | -$14.7K | |||
| $17.3K | 0% | 1,506 -133,362 | -99% | -$1.53M | |||
| $17.3K | 0% | 164 +80 | +95% | +$8.45K | |||
| $17.3K | 0% | 197 +98 | +99% | +$8.61K | |||
| $17.2K | 0% | 18,500 -5,952 | -24% | -$5.55K | |||
| $17.2K | 0% | 200 +96 | +92% | +$8.27K | |||
| $17.2K | 0% | 280 +1 | +0.4% | +$62 | |||
| $17.2K | 0% | 78 -144 | -65% | -$31.7K | |||
| $17.1K | 0% | 614 +109 | +22% | +$3.04K | |||
| $17.1K | 0% | 436 +178 | +69% | +$6.99K |
