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 | |
|---|---|---|---|---|---|---|---|
| $7.5K | 0% | 75 +19 | +34% | +$1.9K | |||
| $7.5K | 0% | 105 | – | – | |||
| $7.5K | 0% | 124 +69 | +125% | +$4.17K | |||
| $7.5K | 0% | 117 | – | – | |||
| $7.49K | 0% | 217 +50 | +30% | +$1.73K | |||
| $7.46K | 0% | 320 +165 | +106% | +$3.85K | |||
| $7.44K | 0% | 28 +15 | +115% | +$3.99K | |||
| $7.44K | 0% | 101 -25 | -20% | -$1.84K | |||
| $7.44K | 0% | 100 | – | – | |||
| $7.43K | 0% | 45 -506 | -92% | -$83.6K | |||
| $7.42K | 0% | 251 +156 | +164% | +$4.61K | |||
| $7.41K | 0% | 222 +112 | +102% | +$3.74K | |||
| $7.39K | 0% | 94 +11 | +13% | +$865 | |||
| $7.36K | 0% | 65 +37 | +132% | +$4.19K | |||
| $7.36K | 0% | 395 +301 | +320% | +$5.61K | |||
| $7.33K | 0% | 105 -76 | -42% | -$5.3K | |||
| $7.31K | 0% | 672 -3 | -0.4% | -$33 | |||
| $7.3K | 0% | 4,677 +2,095 | +81% | +$3.27K | |||
| $7.29K | 0% | 113 +81 | +253% | +$5.23K | |||
| $7.29K | 0% | 733 -87 | -11% | -$865 | |||
| $7.26K | 0% | 409 +349 | +582% | +$6.19K | |||
| $7.24K | 0% | 100 | – | – | |||
| $7.24K | 0% | 137 -3,644 | -96% | -$193K | |||
| $7.22K | 0% | 331 +115 | +53% | +$2.51K | |||
| $7.19K | 0% | 1,021 +984 | +2,659% | +$6.93K |
