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 | |
|---|---|---|---|---|---|---|---|
| $17.1K | 0% | 380 +15 | +4% | +$676 | |||
| $17.1K | 0% | 585 +63 | +12% | +$1.84K | |||
| $17.1K | 0% | 321 -1 | -0.3% | -$53 | |||
| $17.1K | 0% | 957 +698 | +270% | +$12.5K | |||
| $17.1K | 0% | 2,108 +158 | +8% | +$1.28K | |||
| $17.1K | 0% | 101 -13 | -11% | -$2.2K | |||
| $17K | 0% | 149 +137 | +1,142% | +$15.6K | |||
| $17K | 0% | 403 +72 | +22% | +$3.03K | |||
| $17K | 0% | 3,031 -55 | -2% | -$308 | |||
| $17K | 0% | 870 | – | – | |||
| $16.9K | 0% | 455 -62 | -12% | -$2.3K | |||
| $16.9K | 0% | 896 | – | – | |||
| $16.9K | 0% | 597 +517 | +646% | +$14.6K | |||
| $16.9K | 0% | 1,542 +565 | +58% | +$6.19K | |||
| $16.9K | 0% | 291 -170 | -37% | -$9.86K | |||
| $16.9K | 0% | 278 | New | +$16.9K | |||
| $16.8K | 0% | 190 +28 | +17% | +$2.48K | |||
| $16.8K | 0% | 237 +129 | +119% | +$9.14K | |||
| $16.8K | 0% | 329 +221 | +205% | +$11.3K | |||
| $16.7K | 0% | 223 -354 | -61% | -$26.5K | |||
| $16.7K | 0% | 814 +94 | +13% | +$1.93K | |||
| $16.7K | 0% | 976 +763 | +358% | +$13K | |||
| $16.5K | 0% | 1,706 +316 | +23% | +$3.06K | |||
| $16.5K | 0% | 1,060 +822 | +345% | +$12.8K | |||
| $16.5K | 0% | 1,041 +9 | +0.9% | +$142 |
