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 | 11.03% |
| 2 | Financials | 6.39% |
| 3 | Consumer Discretionary | 5.91% |
| 4 | Industrials | 3.43% |
| 5 | Healthcare | 2.84% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $10.6K | 0% | 177 +47 | +36% | +$2.82K | |||
| $10.6K | 0% | 173 +169 | +4,225% | +$10.4K | |||
| $10.6K | 0% | 389 -537 | -58% | -$14.6K | |||
| $10.6K | 0% | 387 -96 | -20% | -$2.62K | |||
| $10.5K | 0% | 149 +50 | +51% | +$3.54K | |||
| $10.5K | 0% | 166 +139 | +515% | +$8.78K | |||
| $10.5K | 0% | 412 +93 | +29% | +$2.36K | |||
| $10.5K | 0% | 627 -92 | -13% | -$1.54K | |||
| $10.4K | 0% | 168 +135 | +409% | +$8.38K | |||
| $10.4K | 0% | 624 +90 | +17% | +$1.5K | |||
| $10.4K | 0% | 323 -8 | -2% | -$257 | |||
| $10.4K | 0% | 3,629 | New | +$10.4K | |||
| $10.4K | 0% | 336 -57,584 | -99% | -$1.78M | |||
| $10.4K | 0% | 424 +277 | +188% | +$6.78K | |||
| $10.3K | 0% | 165 +40 | +32% | +$2.51K | |||
| $10.3K | 0% | 1,400 -112 | -7% | -$825 | |||
| $10.3K | 0% | 427 +354 | +485% | +$8.55K | |||
| $10.3K | 0% | 300 | – | – | |||
| $10.3K | 0% | 637 +5 | +0.8% | +$81 | |||
| $10.3K | 0% | 1,160 +958 | +474% | +$8.49K | |||
| $10.3K | 0% | 215 -6 | -3% | -$286 | |||
| $10.2K | 0% | 112 +2 | +2% | +$183 | |||
| $10.2K | 0% | 480 +145 | +43% | +$3.09K | |||
| $10.2K | 0% | 557 | New | +$10.2K | |||
| $10.2K | 0% | 1,000 | – | – |
