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 | |
|---|---|---|---|---|---|---|---|
| $16.5K | 0% | 4,944 +16 | +0.3% | +$53 | |||
| $16.5K | 0% | 1,035 +566 | +121% | +$9K | |||
| $16.5K | 0% | 570 | New | +$16.5K | |||
| $16.4K | 0% | 335 +201 | +150% | +$9.86K | |||
| $16.4K | 0% | 181 +96 | +113% | +$8.67K | |||
| $16.3K | 0% | 258 +226 | +706% | +$14.3K | |||
| $16.3K | 0% | 278 +55 | +25% | +$3.23K | |||
| $16.3K | 0% | 528 +299 | +131% | +$9.21K | |||
| $16.3K | 0% | 336 -329 | -49% | -$15.9K | |||
| $16.2K | 0% | 303 +114 | +60% | +$6.11K | |||
| $16.2K | 0% | 273 +2 | +0.7% | +$119 | |||
| $16.2K | 0% | 998 -174 | -15% | -$2.82K | |||
| $16.2K | 0% | 277 -12 | -4% | -$701 | |||
| $16.2K | 0% | 1,078 +665 | +161% | +$9.98K | |||
| $16.2K | 0% | 161 +39 | +32% | +$3.92K | |||
| $16.1K | 0% | 89 -580 | -87% | -$105K | |||
| $16.1K | 0% | 332 +3 | +0.9% | +$145 | |||
| $16K | 0% | 282 +60 | +27% | +$3.41K | |||
| $16K | 0% | 1,200 | – | – | |||
| $16K | 0% | 2,500 -1,059 | -30% | -$6.77K | |||
| $16K | 0% | 48 +20 | +71% | +$6.65K | |||
| $15.9K | 0% | 1,753 -1 | -0.1% | -$9 | |||
| $15.8K | 0% | 103 +31 | +43% | +$4.76K | |||
| $15.8K | 0% | 607 | New | +$15.8K | |||
| $15.8K | 0% | 509 +487 | +2,214% | +$15.1K |
