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
2601
$3.98K ﹤0.01%
42
+7
2602
$3.98K ﹤0.01%
117
2603
$3.97K ﹤0.01%
660
-2,032
2604
$3.97K ﹤0.01%
540
-25
2605
$3.97K ﹤0.01%
373
+371
2606
$3.96K ﹤0.01%
355
+112
2607
$3.96K ﹤0.01%
30
+24
2608
$3.96K ﹤0.01%
172
+160
2609
$3.95K ﹤0.01%
66
+47
2610
$3.94K ﹤0.01%
195
+162
2611
$3.94K ﹤0.01%
2,477
-879
2612
$3.94K ﹤0.01%
30
+3
2613
$3.94K ﹤0.01%
390
+237
2614
$3.91K ﹤0.01%
147
2615
$3.91K ﹤0.01%
78
+63
2616
$3.87K ﹤0.01%
203
+200
2617
$3.86K ﹤0.01%
349
-61
2618
$3.85K ﹤0.01%
154
+68
2619
$3.83K ﹤0.01%
285
+3
2620
$3.83K ﹤0.01%
+230
2621
$3.83K ﹤0.01%
468
-44
2622
$3.82K ﹤0.01%
108
+51
2623
$3.8K ﹤0.01%
233
-106
2624
$3.8K ﹤0.01%
202
+88
2625
$3.79K ﹤0.01%
143
-33
103 104
105
106 107