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 | |
|---|---|---|---|---|---|---|---|
| $6.03K | 0% | 378 | – | – | |||
| $6.02K | 0% | 184 +102 | +124% | +$3.34K | |||
| $6.02K | 0% | 243 | – | – | |||
| $6.02K | 0% | 320 | – | – | |||
| $6.01K | 0% | 360 -650 | -64% | -$10.8K | |||
| $6.01K | 0% | 750 -1 | -0.1% | -$8 | |||
| $6K | 0% | 5 | – | – | |||
| $5.99K | 0% | 200 | New | +$5.99K | |||
| $5.98K | 0% | 98 | – | – | |||
| $5.96K | 0% | 203 | New | +$5.96K | |||
| $5.94K | 0% | 222 -436 | -66% | -$11.7K | |||
| $5.92K | 0% | 247 +150 | +155% | +$3.59K | |||
| $5.92K | 0% | 117 | – | – | |||
| $5.89K | 0% | 185 | – | – | |||
| $5.86K | 0% | 431 +135 | +46% | +$1.84K | |||
| $5.84K | 0% | 889 -75 | -8% | -$493 | |||
| $5.84K | 0% | 166 | – | – | |||
| $5.83K | 0% | 270 | – | – | |||
| $5.81K | 0% | 208 -29 | -12% | -$810 | |||
| $5.8K | 0% | 338 +29 | +9% | +$498 | |||
| $5.8K | 0% | 455 +303 | +199% | +$3.86K | |||
| $5.75K | 0% | 302 -995 | -77% | -$18.9K | |||
| $5.75K | 0% | 610 +253 | +71% | +$2.38K | |||
| $5.73K | 0% | 117 +55 | +89% | +$2.69K | |||
| $5.7K | 0% | 352 +159 | +82% | +$2.57K |
