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
2576
$4.2K ﹤0.01%
187
+36
2577
$4.19K ﹤0.01%
582
+532
2578
$4.18K ﹤0.01%
+526
2579
$4.18K ﹤0.01%
288
+207
2580
$4.17K ﹤0.01%
38
+12
2581
$4.16K ﹤0.01%
179
+36
2582
$4.14K ﹤0.01%
149
-32
2583
$4.14K ﹤0.01%
287
+147
2584
$4.12K ﹤0.01%
124
-8
2585
$4.12K ﹤0.01%
353
+2
2586
$4.12K ﹤0.01%
88
+25
2587
$4.1K ﹤0.01%
34
+13
2588
$4.06K ﹤0.01%
130
+129
2589
$4.06K ﹤0.01%
591
-4
2590
$4.06K ﹤0.01%
+322
2591
$4.06K ﹤0.01%
+300
2592
$4.05K ﹤0.01%
449
+21
2593
$4.05K ﹤0.01%
91
+55
2594
$4.04K ﹤0.01%
72
-618
2595
$4.03K ﹤0.01%
133
2596
$4.03K ﹤0.01%
305
+149
2597
$4K ﹤0.01%
128
-30
2598
$3.99K ﹤0.01%
171
+152
2599
$3.98K ﹤0.01%
108
-214
2600
$3.98K ﹤0.01%
308
+283
102 103
104
105 106