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 | |
|---|---|---|---|---|---|---|---|
| $7.87K | 0% | 558 +283 | +103% | +$3.99K | |||
| $7.85K | 0% | 92 +18 | +24% | +$1.54K | |||
| $7.85K | 0% | 187 +4 | +2% | +$168 | |||
| $7.85K | 0% | 191 +117 | +158% | +$4.81K | |||
| $7.83K | 0% | 224 -23 | -9% | -$804 | |||
| $7.8K | 0% | 226 +78 | +53% | +$2.69K | |||
| $7.79K | 0% | 1,418 +889 | +168% | +$4.88K | |||
| $7.76K | 0% | 626 +300 | +92% | +$3.72K | |||
| $7.75K | 0% | 99 | – | – | |||
| $7.74K | 0% | 2,964 +1,218 | +70% | +$3.18K | |||
| $7.72K | 0% | 3,003 +63 | +2% | +$162 | |||
| $7.71K | 0% | 21 -16 | -43% | -$5.87K | |||
| $7.7K | 0% | 56 | – | – | |||
| $7.69K | 0% | 217 -165 | -43% | -$5.85K | |||
| $7.69K | 0% | 328 -49 | -13% | -$1.15K | |||
| $7.66K | 0% | 177 -83 | -32% | -$3.59K | |||
| $7.66K | 0% | 412 +396 | +2,475% | +$7.36K | |||
| $7.66K | 0% | 388 +367 | +1,748% | +$7.24K | |||
| $7.66K | 0% | 111 +100 | +909% | +$6.9K | |||
| $7.65K | 0% | 311 +45 | +17% | +$1.11K | |||
| $7.6K | 0% | 61 +9 | +17% | +$1.12K | |||
| $7.59K | 0% | 901 -21 | -2% | -$177 | |||
| $7.54K | 0% | 94 +37 | +65% | +$2.97K | |||
| $7.54K | 0% | 123 -5 | -4% | -$307 | |||
| $7.54K | 0% | 1,554 +931 | +149% | +$4.52K |
