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 | |
|---|---|---|---|---|---|---|---|
| $14.8K | 0% | 456 | – | – | |||
| $14.7K | 0% | 4,786 +591 | +14% | +$1.82K | |||
| $14.7K | 0% | 160 -30 | -16% | -$2.76K | |||
| $14.6K | 0% | 114 +10 | +10% | +$1.29K | |||
| $14.6K | 0% | 3,033 +541 | +22% | +$2.61K | |||
| $14.6K | 0% | 456 | – | – | |||
| $14.5K | 0% | 192 -16 | -8% | -$1.21K | |||
| $14.5K | 0% | 250 +121 | +94% | +$7.03K | |||
| $14.5K | 0% | 161 -49 | -23% | -$4.42K | |||
| $14.5K | 0% | 67 +50 | +294% | +$10.8K | |||
| $14.3K | 0% | 364 +291 | +399% | +$11.4K | |||
| $14.3K | 0% | 77 +7 | +10% | +$1.3K | |||
| $14.3K | 0% | 252 | New | +$14.3K | |||
| $14.3K | 0% | 744 +137 | +23% | +$2.63K | |||
| $14.2K | 0% | 834 +77 | +10% | +$1.32K | |||
| $14.2K | 0% | 373 +138 | +59% | +$5.26K | |||
| $14.2K | 0% | 226 | New | +$14.2K | |||
| $14.2K | 0% | 477 +372 | +354% | +$11.1K | |||
| $14.2K | 0% | 93 -248 | -73% | -$37.8K | |||
| $14.1K | 0% | 675 +63 | +10% | +$1.32K | |||
| $14.1K | 0% | 417 -198 | -32% | -$6.69K | |||
| $14K | 0% | 388 +234 | +152% | +$8.45K | |||
| $14K | 0% | 531 +95 | +22% | +$2.5K | |||
| $14K | 0% | 365 +240 | +192% | +$9.2K | |||
| $14K | 0% | 625 +18 | +3% | +$403 |
