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 | |
|---|---|---|---|---|---|---|---|
| $10.2K | 0% | 506 | – | – | |||
| $10.2K | 0% | 530 | – | – | |||
| $10.1K | 0% | 839 +289 | +53% | +$3.47K | |||
| $10.1K | 0% | 135 +121 | +864% | +$9.04K | |||
| $10K | 0% | 123 +33 | +37% | +$2.69K | |||
| $10K | 0% | 406 | New | +$10K | |||
| $9.96K | 0% | 256 +117 | +84% | +$4.55K | |||
| $9.94K | 0% | 54 -18 | -25% | -$3.31K | |||
| $9.93K | 0% | 269 +87 | +48% | +$3.21K | |||
| $9.92K | 0% | 55 +32 | +139% | +$5.77K | |||
| $9.91K | 0% | 224 +67 | +43% | +$2.96K | |||
| $9.9K | 0% | 301 | – | – | |||
| $9.82K | 0% | 204 +3 | +1% | +$144 | |||
| $9.81K | 0% | 122 +91 | +294% | +$7.31K | |||
| $9.79K | 0% | 858 -595 | -41% | -$6.79K | |||
| $9.79K | 0% | 179 +94 | +111% | +$5.14K | |||
| $9.77K | 0% | 136 +13 | +11% | +$934 | |||
| $9.77K | 0% | 79 +64 | +427% | +$7.91K | |||
| $9.76K | 0% | 93 -78 | -46% | -$8.19K | |||
| $9.74K | 0% | 1,342 +750 | +127% | +$5.45K | |||
| $9.72K | 0% | 98 | New | +$9.72K | |||
| $9.7K | 0% | 741 -1,368 | -65% | -$17.9K | |||
| $9.69K | 0% | 346 +182 | +111% | +$5.1K | |||
| $9.66K | 0% | 4,332 +4,101 | +1,775% | +$9.15K | |||
| $9.66K | 0% | 663 +618 | +1,373% | +$9K |
