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 | |
|---|---|---|---|---|---|---|---|
| $7.18K | 0% | 180 +22 | +14% | +$878 | |||
| $7.16K | 0% | 336 +208 | +163% | +$4.43K | |||
| $7.16K | 0% | 70 | New | +$7.16K | |||
| $7.14K | 0% | 215 -307 | -59% | -$10.2K | |||
| $7.13K | 0% | 587 +520 | +776% | +$6.32K | |||
| $7.13K | 0% | 169 +107 | +173% | +$4.51K | |||
| $7.12K | 0% | 257 +110 | +75% | +$3.05K | |||
| $7.12K | 0% | 962 +831 | +634% | +$6.15K | |||
| $7.11K | 0% | 806 +89 | +12% | +$785 | |||
| $7.09K | 0% | 439 +272 | +163% | +$4.4K | |||
| $7.08K | 0% | 556 +453 | +440% | +$5.77K | |||
| $7.06K | 0% | 164 +2 | +1% | +$86 | |||
| $7.05K | 0% | 528 +491 | +1,327% | +$6.56K | |||
| $7.05K | 0% | 34 +1 | +3% | +$207 | |||
| $7.04K | 0% | 197 +48 | +32% | +$1.72K | |||
| $7.04K | 0% | 391 +66 | +20% | +$1.19K | |||
| $7.04K | 0% | 339 +281 | +484% | +$5.83K | |||
| $7K | 0% | 200 +13 | +7% | +$455 | |||
| $7K | 0% | 229 +39 | +21% | +$1.19K | |||
| $6.97K | 0% | 441 -12 | -3% | -$190 | |||
| $6.97K | 0% | 312 -14 | -4% | -$313 | |||
| $6.97K | 0% | 687 +425 | +162% | +$4.31K | |||
| $6.96K | 0% | 76 +18 | +31% | +$1.65K | |||
| $6.95K | 0% | 238 +6 | +3% | +$175 | |||
| $6.94K | 0% | 78 | – | – |
