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 | |
|---|---|---|---|---|---|---|---|
| $5.68K | 0% | 167 -28 | -14% | -$952 | |||
| $5.68K | 0% | 646 +87 | +16% | +$765 | |||
| $5.68K | 0% | 114 +2 | +2% | +$100 | |||
| $5.67K | 0% | 1,708 +1,628 | +2,035% | +$5.4K | |||
| $5.67K | 0% | 106 +57 | +116% | +$3.05K | |||
| $5.65K | 0% | 259 +1 | +0.4% | +$22 | |||
| $5.62K | 0% | 164 +24 | +17% | +$822 | |||
| $5.61K | 0% | 97 +77 | +385% | +$4.46K | |||
| $5.61K | 0% | 431 -138 | -24% | -$1.8K | |||
| $5.61K | 0% | 222 +88 | +66% | +$2.22K | |||
| $5.6K | 0% | 178 +32 | +22% | +$1.01K | |||
| $5.6K | 0% | 113 | New | +$5.6K | |||
| $5.58K | 0% | 891 +127 | +17% | +$795 | |||
| $5.57K | 0% | 385 +180 | +88% | +$2.61K | |||
| $5.57K | 0% | 623 -1,658 | -73% | -$14.8K | |||
| $5.57K | 0% | 32 +6 | +23% | +$1.04K | |||
| $5.57K | 0% | 223 +22 | +11% | +$549 | |||
| $5.55K | 0% | 146 +34 | +30% | +$1.29K | |||
| $5.5K | 0% | 681 +23 | +4% | +$186 | |||
| $5.49K | 0% | 1,154 +239 | +26% | +$1.14K | |||
| $5.49K | 0% | 34 -2 | -6% | -$323 | |||
| $5.49K | 0% | 38 +34 | +850% | +$4.91K | |||
| $5.46K | 0% | 39 | – | – | |||
| $5.46K | 0% | 151 +53 | +54% | +$1.92K | |||
| $5.45K | 0% | 304 +157 | +107% | +$2.81K |
