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 | |
|---|---|---|---|---|---|---|---|
| $12.6K | 0% | 7,813 +5,762 | +281% | +$9.28K | |||
| $12.6K | 0% | 743 +81 | +12% | +$1.37K | |||
| $12.5K | 0% | 160 +125 | +357% | +$9.76K | |||
| $12.4K | 0% | 51 +20 | +65% | +$4.88K | |||
| $12.4K | 0% | 204 +107 | +110% | +$6.51K | |||
| $12.4K | 0% | 192 +7 | +4% | +$452 | |||
| $12.4K | 0% | 190 -1,650 | -90% | -$108K | |||
| $12.3K | 0% | 868 +55 | +7% | +$782 | |||
| $12.3K | 0% | 123 +19 | +18% | +$1.91K | |||
| $12.3K | 0% | 210 -35 | -14% | -$2.05K | |||
| $12.3K | 0% | 390 +156 | +67% | +$4.91K | |||
| $12.2K | 0% | 2,063 +455 | +28% | +$2.7K | |||
| $12.2K | 0% | 80 +41 | +105% | +$6.27K | |||
| $12.2K | 0% | 479 -119 | -20% | -$3.04K | |||
| $12.2K | 0% | 272 -44 | -14% | -$1.97K | |||
| $12.2K | 0% | 552 +428 | +345% | +$9.45K | |||
| $12.1K | 0% | 463 +60 | +15% | +$1.57K | |||
| $12.1K | 0% | 95 -40 | -30% | -$5.12K | |||
| $12.1K | 0% | 131 +21 | +19% | +$1.95K | |||
| $12.1K | 0% | 73 +27 | +59% | +$4.48K | |||
| $12.1K | 0% | 1,208 +25 | +2% | +$251 | |||
| $12.1K | 0% | 388 +246 | +173% | +$7.68K | |||
| $12.1K | 0% | 330 -48 | -13% | -$1.76K | |||
| $12.1K | 0% | 76 +19 | +33% | +$3.03K | |||
| $12.1K | 0% | 665 +280 | +73% | +$5.09K |
