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 | |
|---|---|---|---|---|---|---|---|
| $5.43K | 0% | 564 -369 | -40% | -$3.55K | |||
| $5.43K | 0% | 275 | – | – | |||
| $5.43K | 0% | 318 -626 | -66% | -$10.7K | |||
| $5.42K | 0% | 1,038 +893 | +616% | +$4.66K | |||
| $5.41K | 0% | 283 +5 | +2% | +$95 | |||
| $5.35K | 0% | 108 -37 | -26% | -$1.83K | |||
| $5.35K | 0% | 209 +1 | +0.5% | +$26 | |||
| $5.32K | 0% | 493 -22 | -4% | -$238 | |||
| $5.32K | 0% | 537 +378 | +238% | +$3.74K | |||
| $5.32K | 0% | 166 +91 | +121% | +$2.92K | |||
| $5.31K | 0% | 5,205 +4,961 | +2,033% | +$5.06K | |||
| $5.3K | 0% | 659 +295 | +81% | +$2.37K | |||
| $5.26K | 0% | 110 -36 | -25% | -$1.72K | |||
| $5.25K | 0% | 243 +113 | +87% | +$2.44K | |||
| $5.24K | 0% | 230 +55 | +31% | +$1.25K | |||
| $5.24K | 0% | 124 -941 | -88% | -$39.8K | |||
| $5.24K | 0% | 176 | – | – | |||
| $5.22K | 0% | 150 +141 | +1,567% | +$4.9K | |||
| $5.22K | 0% | 78 +76 | +3,800% | +$5.08K | |||
| $5.21K | 0% | 82 -6 | -7% | -$381 | |||
| $5.21K | 0% | 57 +43 | +307% | +$3.93K | |||
| $5.19K | 0% | 59 +7 | +13% | +$615 | |||
| $5.18K | 0% | 170 +13 | +8% | +$396 | |||
| $5.18K | 0% | 100 | – | – | |||
| $5.16K | 0% | 152 +150 | +7,500% | +$5.09K |
