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 | |
|---|---|---|---|---|---|---|---|
| $6.94K | 0% | 387 -62 | -14% | -$1.11K | |||
| $6.93K | 0% | 213 +107 | +101% | +$3.48K | |||
| $6.92K | 0% | 151 | New | +$6.92K | |||
| $6.91K | 0% | 339 +326 | +2,508% | +$6.65K | |||
| $6.9K | 0% | 3,451 -2,781 | -45% | -$5.56K | |||
| $6.9K | 0% | 115 +63 | +121% | +$3.78K | |||
| $6.89K | 0% | 1,025 +757 | +282% | +$5.09K | |||
| $6.88K | 0% | 117 +108 | +1,200% | +$6.35K | |||
| $6.88K | 0% | 394 -275 | -41% | -$4.8K | |||
| $6.86K | 0% | 2,407 -157 | -6% | -$447 | |||
| $6.86K | 0% | 453 -229 | -34% | -$3.47K | |||
| $6.83K | 0% | 303 +169 | +126% | +$3.81K | |||
| $6.81K | 0% | 120 -416 | -78% | -$23.6K | |||
| $6.8K | 0% | 380 +323 | +567% | +$5.78K | |||
| $6.79K | 0% | 256 +79 | +45% | +$2.09K | |||
| $6.76K | 0% | 351 | New | +$6.76K | |||
| $6.76K | 0% | 165 | – | – | |||
| $6.76K | 0% | 167 +130 | +351% | +$5.26K | |||
| $6.75K | 0% | 168 +128 | +320% | +$5.14K | |||
| $6.73K | 0% | 87 | – | – | |||
| $6.71K | 0% | 283 +201 | +245% | +$4.76K | |||
| $6.69K | 0% | 234 +204 | +680% | +$5.83K | |||
| $6.69K | 0% | 994 +588 | +145% | +$3.96K | |||
| $6.65K | 0% | 1,080 +66 | +7% | +$407 | |||
| $6.62K | 0% | 20 +2 | +11% | +$662 |
