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 | |
|---|---|---|---|---|---|---|---|
| $13.1K | 0% | 86 +13 | +18% | +$1.98K | |||
| $13.1K | 0% | 836 -5 | -0.6% | -$78 | |||
| $13.1K | 0% | 919 +245 | +36% | +$3.48K | |||
| $13K | 0% | 129 | – | – | |||
| $13K | 0% | 510 +53 | +12% | +$1.35K | |||
| $13K | 0% | 25 +9 | +56% | +$4.68K | |||
| $13K | 0% | 161 +97 | +152% | +$7.82K | |||
| $13K | 0% | 165 +59 | +56% | +$4.64K | |||
| $12.9K | 0% | 1,842 | – | – | |||
| $12.9K | 0% | 434 +81 | +23% | +$2.42K | |||
| $12.9K | 0% | 2,122 -64 | -3% | -$390 | |||
| $12.9K | 0% | 191 +174 | +1,024% | +$11.8K | |||
| $12.9K | 0% | 1,324 +1,221 | +1,185% | +$11.9K | |||
| $12.9K | 0% | 132 -13 | -9% | -$1.27K | |||
| $12.9K | 0% | 314 +246 | +362% | +$10.1K | |||
| $12.8K | 0% | 207 +9 | +5% | +$558 | |||
| $12.8K | 0% | 7,294 -704 | -9% | -$1.24K | |||
| $12.8K | 0% | 3,275 +1,115 | +52% | +$4.37K | |||
| $12.8K | 0% | 300 | – | – | |||
| $12.7K | 0% | 472 +2 | +0.4% | +$54 | |||
| $12.7K | 0% | 812 +36 | +5% | +$564 | |||
| $12.7K | 0% | 736 +3 | +0.4% | +$52 | |||
| $12.7K | 0% | 150 +11 | +8% | +$930 | |||
| $12.6K | 0% | 171 +103 | +151% | +$7.6K | |||
| $12.6K | 0% | 169 +33 | +24% | +$2.46K |
