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 | |
|---|---|---|---|---|---|---|---|
| $11.5K | 0% | 195 +92 | +89% | +$5.45K | |||
| $11.5K | 0% | 532 +43 | +9% | +$933 | |||
| $11.5K | 0% | 109 +15 | +16% | +$1.59K | |||
| $11.5K | 0% | 559 +100 | +22% | +$2.05K | |||
| $11.5K | 0% | 219 +50 | +30% | +$2.62K | |||
| $11.5K | 0% | 763 +221 | +41% | +$3.32K | |||
| $11.5K | 0% | 1,270 | New | +$11.5K | |||
| $11.5K | 0% | 1,309 +1,282 | +4,748% | +$11.2K | |||
| $11.5K | 0% | 807 +182 | +29% | +$2.58K | |||
| $11.4K | 0% | 1,933 +1,608 | +495% | +$9.52K | |||
| $11.4K | 0% | 265 +93 | +54% | +$4.01K | |||
| $11.4K | 0% | 264 +92 | +53% | +$3.98K | |||
| $11.4K | 0% | 384 | New | +$11.4K | |||
| $11.4K | 0% | 165 +72 | +77% | +$4.97K | |||
| $11.4K | 0% | 1,201 +676 | +129% | +$6.4K | |||
| $11.4K | 0% | 839 +116 | +16% | +$1.57K | |||
| $11.3K | 0% | 311 +120 | +63% | +$4.38K | |||
| $11.3K | 0% | 316 | – | – | |||
| $11.3K | 0% | 100 | – | – | |||
| $11.2K | 0% | 565 +89 | +19% | +$1.77K | |||
| $11.2K | 0% | 2,038 -83 | -4% | -$457 | |||
| $11.2K | 0% | 116 +36 | +45% | +$3.48K | |||
| $11.2K | 0% | 715 -100 | -12% | -$1.57K | |||
| $11.2K | 0% | 139 -720 | -84% | -$57.9K | |||
| $11.2K | 0% | 4,895 +2,433 | +99% | +$5.55K |
