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 | |
|---|---|---|---|---|---|---|---|
| $9.2K | 0% | 628 +181 | +40% | +$2.65K | |||
| $9.2K | 0% | 170 +31 | +22% | +$1.68K | |||
| $9.18K | 0% | 233 +192 | +468% | +$7.57K | |||
| $9.17K | 0% | 391 -406 | -51% | -$9.52K | |||
| $9.15K | 0% | 30 +10 | +50% | +$3.05K | |||
| $9.14K | 0% | 184 +78 | +74% | +$3.88K | |||
| $9.11K | 0% | 874 -422 | -33% | -$4.4K | |||
| $9.03K | 0% | 231 +8 | +4% | +$313 | |||
| $9K | 0% | 80 -10 | -11% | -$1.13K | |||
| $8.97K | 0% | 347 +1 | +0.3% | +$26 | |||
| $8.94K | 0% | 185 +69 | +59% | +$3.33K | |||
| $8.93K | 0% | 76 +24 | +46% | +$2.82K | |||
| $8.92K | 0% | 140 +105 | +300% | +$6.69K | |||
| $8.91K | 0% | 667 +248 | +59% | +$3.31K | |||
| $8.89K | 0% | 337 +43 | +15% | +$1.13K | |||
| $8.88K | 0% | 254 | – | – | |||
| $8.88K | 0% | 128 | – | – | |||
| $8.88K | 0% | 656 +335 | +104% | +$4.53K | |||
| $8.87K | 0% | 254 +67 | +36% | +$2.34K | |||
| $8.86K | 0% | 1,611 -424 | -21% | -$2.33K | |||
| $8.83K | 0% | 499 +34 | +7% | +$602 | |||
| $8.81K | 0% | 410 +58 | +16% | +$1.25K | |||
| $8.79K | 0% | 497 -3 | -0.6% | -$53 | |||
| $8.78K | 0% | 294 -20 | -6% | -$597 | |||
| $8.74K | 0% | 453 +35 | +8% | +$675 |
