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
2701
$3.22K ﹤0.01%
529
-163
2702
$3.21K ﹤0.01%
84
+54
2703
$3.2K ﹤0.01%
69
+46
2704
$3.19K ﹤0.01%
425
2705
$3.19K ﹤0.01%
33
2706
$3.15K ﹤0.01%
234
+17
2707
$3.15K ﹤0.01%
209
-103
2708
$3.15K ﹤0.01%
501
2709
$3.15K ﹤0.01%
90
-87
2710
$3.15K ﹤0.01%
247
+129
2711
$3.15K ﹤0.01%
210
-19
2712
$3.15K ﹤0.01%
214
+194
2713
$3.12K ﹤0.01%
329
-416
2714
$3.12K ﹤0.01%
73
-42
2715
$3.11K ﹤0.01%
315
+197
2716
$3.09K ﹤0.01%
416
+330
2717
$3.08K ﹤0.01%
65
-13
2718
$3.07K ﹤0.01%
168
+90
2719
$3.06K ﹤0.01%
373
+42
2720
$3.05K ﹤0.01%
156
+95
2721
$3.05K ﹤0.01%
248
+185
2722
$3.04K ﹤0.01%
349
+312
2723
$3.04K ﹤0.01%
250
2724
$3.04K ﹤0.01%
19
-54
2725
$3.04K ﹤0.01%
107
+79
107 108
109
110 111