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 | |
|---|---|---|---|---|---|---|---|
| $9.66K | 0% | 100 +54 | +117% | +$5.21K | |||
| $9.62K | 0% | 1,731 +358 | +26% | +$1.99K | |||
| $9.61K | 0% | 376 +3 | +0.8% | +$77 | |||
| $9.59K | 0% | 122 +28 | +30% | +$2.2K | |||
| $9.58K | 0% | 516 +66 | +15% | +$1.23K | |||
| $9.57K | 0% | 174 +44 | +34% | +$2.42K | |||
| $9.55K | 0% | 103 +42 | +69% | +$3.89K | |||
| $9.52K | 0% | 188 +98 | +109% | +$4.96K | |||
| $9.48K | 0% | 107 +87 | +435% | +$7.71K | |||
| $9.48K | 0% | 85 +48 | +130% | +$5.35K | |||
| $9.47K | 0% | 6,112 | New | +$9.47K | |||
| $9.46K | 0% | 169 +24 | +17% | +$1.34K | |||
| $9.46K | 0% | 57 +11 | +24% | +$1.83K | |||
| $9.46K | 0% | 470 -29 | -6% | -$584 | |||
| $9.45K | 0% | 162 +85 | +110% | +$4.96K | |||
| $9.45K | 0% | 954 +913 | +2,227% | +$9.04K | |||
| $9.44K | 0% | 1,026 | – | – | |||
| $9.39K | 0% | 500 | – | – | |||
| $9.38K | 0% | 47 +32 | +213% | +$6.39K | |||
| $9.38K | 0% | 2,500 | – | – | |||
| $9.37K | 0% | 559 | – | – | |||
| $9.36K | 0% | 170 +155 | +1,033% | +$8.53K | |||
| $9.31K | 0% | 345 | – | – | |||
| $9.27K | 0% | 160 +16 | +11% | +$927 | |||
| $9.21K | 0% | 415 | – | – |
