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 | |
|---|---|---|---|---|---|---|---|
| $8.46K | 0% | 399 +96 | +32% | +$2.03K | |||
| $8.45K | 0% | 528 -59 | -10% | -$944 | |||
| $8.42K | 0% | 379 +366 | +2,815% | +$8.13K | |||
| $8.41K | 0% | 85 -4 | -4% | -$396 | |||
| $8.37K | 0% | 313 | New | +$8.37K | |||
| $8.37K | 0% | 830 +69 | +9% | +$695 | |||
| $8.36K | 0% | 1,249 +12 | +1% | +$80 | |||
| $8.35K | 0% | 221 +110 | +99% | +$4.16K | |||
| $8.34K | 0% | 589 +578 | +5,255% | +$8.18K | |||
| $8.33K | 0% | 1,139 +441 | +63% | +$3.22K | |||
| $8.31K | 0% | 212 -234 | -52% | -$9.18K | |||
| $8.3K | 0% | 342 -55 | -14% | -$1.34K | |||
| $8.29K | 0% | 132 +34 | +35% | +$2.14K | |||
| $8.27K | 0% | 283 | – | – | |||
| $8.27K | 0% | 89 | – | – | |||
| $8.25K | 0% | 375 +368 | +5,257% | +$8.09K | |||
| $8.23K | 0% | 41 | – | – | |||
| $8.21K | 0% | 786 | – | – | |||
| $8.2K | 0% | 93 +12 | +15% | +$1.06K | |||
| $8.19K | 0% | 141 +102 | +262% | +$5.93K | |||
| $8.19K | 0% | 627 +134 | +27% | +$1.75K | |||
| $8.19K | 0% | 2,177 +650 | +43% | +$2.44K | |||
| $8.17K | 0% | 616 +207 | +51% | +$2.75K | |||
| $8.15K | 0% | 327 -238 | -42% | -$5.93K | |||
| $8.15K | 0% | 345 +45 | +15% | +$1.06K |
