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 | |
|---|---|---|---|---|---|---|---|
| $15.2K | 0% | 1,707 +1,192 | +231% | +$10.6K | |||
| $15.1K | 0% | 1,350 | – | – | |||
| $15.1K | 0% | 825 -482 | -37% | -$8.83K | |||
| $15.1K | 0% | 438 +311 | +245% | +$10.7K | |||
| $15.1K | 0% | 373 +229 | +159% | +$9.26K | |||
| $15.1K | 0% | 429 | – | – | |||
| $15K | 0% | 164 -90 | -35% | -$8.24K | |||
| $15K | 0% | 497 +153 | +44% | +$4.62K | |||
| $15K | 0% | 2,078 +665 | +47% | +$4.8K | |||
| $15K | 0% | 1,276 +171 | +15% | +$2.01K | |||
| $15K | 0% | 102 +46 | +82% | +$6.75K | |||
| $15K | 0% | 1,500 | – | – | |||
| $15K | 0% | 655 +169 | +35% | +$3.86K | |||
| $14.9K | 0% | 286 +249 | +673% | +$13K | |||
| $14.9K | 0% | 1,726 +403 | +30% | +$3.49K | |||
| $14.9K | 0% | 1,133 -151 | -12% | -$1.99K | |||
| $14.9K | 0% | 560 +382 | +215% | +$10.2K | |||
| $14.9K | 0% | 83 +26 | +46% | +$4.66K | |||
| $14.8K | 0% | 1,800 | – | – | |||
| $14.8K | 0% | 633 -4,665 | -88% | -$109K | |||
| $14.8K | 0% | 94 +30 | +47% | +$4.73K | |||
| $14.8K | 0% | 647 +335 | +107% | +$7.67K | |||
| $14.8K | 0% | 573 +246 | +75% | +$6.35K | |||
| $14.8K | 0% | 429 +39 | +10% | +$1.35K | |||
| $14.8K | 0% | 159 -5 | -3% | -$465 |
