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 | |
|---|---|---|---|---|---|---|---|
| $6.34K | 0% | 1,014 -151 | -13% | -$944 | |||
| $6.33K | 0% | 287 +1 | +0.4% | +$22 | |||
| $6.33K | 0% | 107 +50 | +88% | +$2.96K | |||
| $6.33K | 0% | 261 +162 | +164% | +$3.93K | |||
| $6.32K | 0% | 551 +500 | +980% | +$5.74K | |||
| $6.31K | 0% | 175 -764 | -81% | -$27.6K | |||
| $6.29K | 0% | 720 +497 | +223% | +$4.34K | |||
| $6.27K | 0% | 75 +17 | +29% | +$1.42K | |||
| $6.26K | 0% | 456 -2 | -0.4% | -$27 | |||
| $6.26K | 0% | 23 +2 | +10% | +$544 | |||
| $6.24K | 0% | 277 +39 | +16% | +$878 | |||
| $6.22K | 0% | 786 -670 | -46% | -$5.3K | |||
| $6.21K | 0% | 519 -453 | -47% | -$5.42K | |||
| $6.2K | 0% | 63 +50 | +385% | +$4.92K | |||
| $6.18K | 0% | 123 +76 | +162% | +$3.82K | |||
| $6.17K | 0% | 36 +29 | +414% | +$4.97K | |||
| $6.17K | 0% | 321 | – | – | |||
| $6.14K | 0% | 13 -335 | -96% | -$158K | |||
| $6.13K | 0% | 2,491 +1,851 | +289% | +$4.55K | |||
| $6.13K | 0% | 1,030 -40 | -4% | -$238 | |||
| $6.1K | 0% | 228 | New | +$6.1K | |||
| $6.05K | 0% | 158 +33 | +26% | +$1.26K | |||
| $6.04K | 0% | 196 +59 | +43% | +$1.82K | |||
| $6.04K | 0% | 230 +46 | +25% | +$1.21K | |||
| $6.04K | 0% | 1,030 +634 | +160% | +$3.72K |
