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 | |
|---|---|---|---|---|---|---|---|
| $6.61K | 0% | 56 +9 | +19% | +$1.06K | |||
| $6.6K | 0% | 22 +2 | +10% | +$600 | |||
| $6.6K | 0% | 1,042 -115 | -10% | -$728 | |||
| $6.57K | 0% | 112 +76 | +211% | +$4.46K | |||
| $6.53K | 0% | 320 +3 | +1% | +$61 | |||
| $6.53K | 0% | 86 -799 | -90% | -$60.7K | |||
| $6.51K | 0% | 111 | – | – | |||
| $6.49K | 0% | 125 | – | – | |||
| $6.48K | 0% | 187 +139 | +290% | +$4.82K | |||
| $6.48K | 0% | 90 -192 | -68% | -$13.8K | |||
| $6.48K | 0% | 346 +73 | +27% | +$1.37K | |||
| $6.47K | 0% | 207 +176 | +568% | +$5.5K | |||
| $6.44K | 0% | 32 +23 | +256% | +$4.63K | |||
| $6.44K | 0% | 131 | New | +$6.44K | |||
| $6.43K | 0% | 93 | – | – | |||
| $6.42K | 0% | 206 -63 | -23% | -$1.96K | |||
| $6.41K | 0% | 222 +193 | +666% | +$5.57K | |||
| $6.41K | 0% | 249 | New | +$6.41K | |||
| $6.4K | 0% | 83 | – | – | |||
| $6.39K | 0% | 164 | New | +$6.39K | |||
| $6.36K | 0% | 388 +262 | +208% | +$4.3K | |||
| $6.36K | 0% | 147 | New | +$6.36K | |||
| $6.35K | 0% | 351 +121 | +53% | +$2.19K | |||
| $6.35K | 0% | 778 -416 | -35% | -$3.4K | |||
| $6.35K | 0% | 217 +11 | +5% | +$322 |
