EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,235
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.67M
3
+$8.73M
4
RAA
SMI 3Fourteen REAL Asset Allocation ETF
RAA
+$7.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.4M

Top Sells

1
+$8.98M
2
+$8.13M
3
+$5.93M
4
COST icon
Costco
COST
+$4.42M
5
IIIV icon
i3 Verticals
IIIV
+$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 Change
in Stake 		Capital Flow
2526
$4.72K ﹤0.01%
274
+270
2527
$4.72K ﹤0.01%
137
-112
2528
$4.71K ﹤0.01%
92
+1
2529
$4.65K ﹤0.01%
160
2530
$4.64K ﹤0.01%
288
-29
2531
$4.63K ﹤0.01%
44
+12
2532
$4.62K ﹤0.01%
472
-256
2533
$4.62K ﹤0.01%
1,064
-398
2534
$4.61K ﹤0.01%
35
-40
2535
$4.61K ﹤0.01%
416
-345
2536
$4.6K ﹤0.01%
207
+127
2537
$4.59K ﹤0.01%
104
+54
2538
$4.58K ﹤0.01%
200
+100
2539
$4.56K ﹤0.01%
421
+201
2540
$4.56K ﹤0.01%
970
+796
2541
$4.53K ﹤0.01%
90
+50
2542
$4.52K ﹤0.01%
196
+13
2543
$4.52K ﹤0.01%
33
+20
2544
$4.51K ﹤0.01%
178
+45
2545
$4.5K ﹤0.01%
+169
2546
$4.5K ﹤0.01%
63
+27
2547
$4.49K ﹤0.01%
82
-53
2548
$4.48K ﹤0.01%
177
+169
2549
$4.48K ﹤0.01%
50
-1
2550
$4.47K ﹤0.01%
229
+2
100 101
102
103 104