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 | |
|---|---|---|---|---|---|---|---|
| $8.14K | 0% | 102 +83 | +437% | +$6.62K | |||
| $8.12K | 0% | 115 -7 | -6% | -$494 | |||
| $8.09K | 0% | 700 -2,100 | -75% | -$24.3K | |||
| $8.08K | 0% | 275 | – | – | |||
| $8.07K | 0% | 277 -5,797 | -95% | -$169K | |||
| $8.06K | 0% | 132 -14 | -10% | -$854 | |||
| $8.05K | 0% | 258 +71 | +38% | +$2.21K | |||
| $8.03K | 0% | 190 -136 | -42% | -$5.75K | |||
| $8.03K | 0% | 178 | New | +$8.03K | |||
| $8.03K | 0% | 1,070 +920 | +613% | +$6.9K | |||
| $8.01K | 0% | 1,267 +1,116 | +739% | +$7.05K | |||
| $8K | 0% | 216 +76 | +54% | +$2.81K | |||
| $7.99K | 0% | 430 -24 | -5% | -$446 | |||
| $7.98K | 0% | 343 +224 | +188% | +$5.21K | |||
| $7.98K | 0% | 1,112 -530 | -32% | -$3.8K | |||
| $7.97K | 0% | 175 | – | – | |||
| $7.97K | 0% | 865 +774 | +851% | +$7.13K | |||
| $7.94K | 0% | 988 +238 | +32% | +$1.91K | |||
| $7.94K | 0% | 65 +29 | +81% | +$3.54K | |||
| $7.94K | 0% | 255 +72 | +39% | +$2.24K | |||
| $7.93K | 0% | 73 +52 | +248% | +$5.65K | |||
| $7.91K | 0% | 148 +28 | +23% | +$1.5K | |||
| $7.88K | 0% | 644 | New | +$7.88K | |||
| $7.88K | 0% | 228 +64 | +39% | +$2.21K | |||
| $7.87K | 0% | 385 +367 | +2,039% | +$7.51K |
