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
2551
$4.47K ﹤0.01%
155
+87
2552
$4.46K ﹤0.01%
141
+38
2553
$4.45K ﹤0.01%
219
-1
2554
$4.45K ﹤0.01%
53
2555
$4.44K ﹤0.01%
365
+46
2556
$4.44K ﹤0.01%
186
2557
$4.41K ﹤0.01%
265
+251
2558
$4.4K ﹤0.01%
302
2559
$4.38K ﹤0.01%
893
+362
2560
$4.38K ﹤0.01%
287
+195
2561
$4.37K ﹤0.01%
72
-2
2562
$4.36K ﹤0.01%
133
2563
$4.36K ﹤0.01%
80
+29
2564
$4.34K ﹤0.01%
467
-66
2565
$4.3K ﹤0.01%
89
+79
2566
$4.29K ﹤0.01%
160
+92
2567
$4.29K ﹤0.01%
191
-2,189
2568
$4.28K ﹤0.01%
165
+110
2569
$4.27K ﹤0.01%
+257
2570
$4.27K ﹤0.01%
464
+76
2571
$4.27K ﹤0.01%
249
+107
2572
$4.25K ﹤0.01%
111
+61
2573
$4.22K ﹤0.01%
265
+41
2574
$4.21K ﹤0.01%
155
+133
2575
$4.2K ﹤0.01%
100
101 102
103
104 105