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
2676
$3.4K ﹤0.01%
308
-617
2677
$3.4K ﹤0.01%
365
2678
$3.38K ﹤0.01%
140
+92
2679
$3.37K ﹤0.01%
241
-1,164
2680
$3.35K ﹤0.01%
188
+95
2681
$3.35K ﹤0.01%
+32
2682
$3.35K ﹤0.01%
16
+1
2683
$3.33K ﹤0.01%
108
-29
2684
$3.33K ﹤0.01%
62
+32
2685
$3.33K ﹤0.01%
15
2686
$3.33K ﹤0.01%
+61
2687
$3.33K ﹤0.01%
127
+118
2688
$3.3K ﹤0.01%
+170
2689
$3.28K ﹤0.01%
391
+362
2690
$3.27K ﹤0.01%
332
-327
2691
$3.27K ﹤0.01%
459
+27
2692
$3.27K ﹤0.01%
425
-27
2693
$3.25K ﹤0.01%
515
+17
2694
$3.25K ﹤0.01%
29
-4
2695
$3.23K ﹤0.01%
389
+138
2696
$3.23K ﹤0.01%
45
2697
$3.23K ﹤0.01%
296
-101
2698
$3.23K ﹤0.01%
423
-2,697
2699
$3.23K ﹤0.01%
183
+96
2700
$3.22K ﹤0.01%
54
-61
106 107
108
109 110