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 | |
|---|---|---|---|---|---|---|---|
| $13.5K | 0% | 197 -17 | -8% | -$1.17K | |||
| $13.5K | 0% | 5 +1 | +25% | +$2.7K | |||
| $13.5K | 0% | 483 +109 | +29% | +$3.04K | |||
| $13.5K | 0% | 82 -75 | -48% | -$12.3K | |||
| $13.4K | 0% | 115 -65 | -36% | -$7.59K | |||
| $13.4K | 0% | 696 +250 | +56% | +$4.82K | |||
| $13.4K | 0% | 46 +9 | +24% | +$2.62K | |||
| $13.4K | 0% | 1,415 -5 | -0.4% | -$47 | |||
| $13.4K | 0% | 924 +513 | +125% | +$7.44K | |||
| $13.4K | 0% | 93 -15 | -14% | -$2.16K | |||
| $13.3K | 0% | 583 +7 | +1% | +$160 | |||
| $13.3K | 0% | 170 +21 | +14% | +$1.64K | |||
| $13.3K | 0% | 172 +135 | +365% | +$10.4K | |||
| $13.2K | 0% | 116 +82 | +241% | +$9.36K | |||
| $13.2K | 0% | 68 +6 | +10% | +$1.17K | |||
| $13.2K | 0% | 2,922 -2 | -0.1% | -$9 | |||
| $13.2K | 0% | 1,518 -802 | -35% | -$6.99K | |||
| $13.2K | 0% | 861 -8,304 | -91% | -$128K | |||
| $13.2K | 0% | 1,035 -20,110 | -95% | -$257K | |||
| $13.2K | 0% | 89 +1 | +1% | +$148 | |||
| $13.2K | 0% | 522 -11 | -2% | -$278 | |||
| $13.1K | 0% | 907 +224 | +33% | +$3.25K | |||
| $13.1K | 0% | 53 -322 | -86% | -$79.7K | |||
| $13.1K | 0% | 177 +29 | +20% | +$2.15K | |||
| $13.1K | 0% | 946 +677 | +252% | +$9.38K |
