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 | |
|---|---|---|---|---|---|---|---|
| $11.2K | 0% | 792 +548 | +225% | +$7.72K | |||
| $11.1K | 0% | 88 +34 | +63% | +$4.3K | |||
| $11.1K | 0% | 145 +21 | +17% | +$1.6K | |||
| $11.1K | 0% | 401 -800 | -67% | -$22.1K | |||
| $11.1K | 0% | 423 +106 | +33% | +$2.77K | |||
| $11K | 0% | 273 +211 | +340% | +$8.54K | |||
| $11K | 0% | 197 +49 | +33% | +$2.75K | |||
| $11K | 0% | 2,136 +842 | +65% | +$4.34K | |||
| $11K | 0% | 3,465 +1,433 | +71% | +$4.54K | |||
| $11K | 0% | 1,302 | – | – | |||
| $11K | 0% | 1,378 +1,377 | +137,700% | +$10.9K | |||
| $10.9K | 0% | 603 -25 | -4% | -$453 | |||
| $10.9K | 0% | 216 +10 | +5% | +$506 | |||
| $10.9K | 0% | 110 | – | – | |||
| $10.9K | 0% | 160 +22 | +16% | +$1.5K | |||
| $10.9K | 0% | 436 +60 | +16% | +$1.5K | |||
| $10.9K | 0% | 546 -24 | -4% | -$478 | |||
| $10.8K | 0% | 150 +9 | +6% | +$650 | |||
| $10.8K | 0% | 1,873 -18 | -1% | -$104 | |||
| $10.8K | 0% | 1,194 +179 | +18% | +$1.62K | |||
| $10.8K | 0% | 84 -33 | -28% | -$4.23K | |||
| $10.8K | 0% | 227 +77 | +51% | +$3.65K | |||
| $10.7K | 0% | 68 +35 | +106% | +$5.5K | |||
| $10.7K | 0% | 1,043 -95 | -8% | -$971 | |||
| $10.7K | 0% | 428 -11 | -3% | -$274 |
