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
2726
$3.03K ﹤0.01%
913
+872
2727
$3.03K ﹤0.01%
+72
2728
$3.03K ﹤0.01%
2,244
-173
2729
$3.01K ﹤0.01%
323
+296
2730
$3.01K ﹤0.01%
287
+245
2731
$2.98K ﹤0.01%
256
+153
2732
$2.97K ﹤0.01%
426
+210
2733
$2.96K ﹤0.01%
79
2734
$2.96K ﹤0.01%
101
2735
$2.96K ﹤0.01%
356
+318
2736
$2.95K ﹤0.01%
111
2737
$2.93K ﹤0.01%
17
-7
2738
$2.92K ﹤0.01%
44
+27
2739
$2.91K ﹤0.01%
968
+245
2740
$2.91K ﹤0.01%
250
2741
$2.9K ﹤0.01%
227
+99
2742
$2.9K ﹤0.01%
107
+96
2743
$2.9K ﹤0.01%
46
-34
2744
$2.88K ﹤0.01%
405
+135
2745
$2.88K ﹤0.01%
97
+28
2746
$2.88K ﹤0.01%
+500
2747
$2.87K ﹤0.01%
77
+70
2748
$2.86K ﹤0.01%
40
+1
2749
$2.86K ﹤0.01%
273
+46
2750
$2.85K ﹤0.01%
48
+41
108 109
110
111 112