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
2751
$2.85K ﹤0.01%
+96
2752
$2.85K ﹤0.01%
+66
2753
$2.84K ﹤0.01%
279
+188
2754
$2.84K ﹤0.01%
76
+62
2755
$2.84K ﹤0.01%
158
+26
2756
$2.84K ﹤0.01%
90
-6
2757
$2.83K ﹤0.01%
105
+97
2758
$2.83K ﹤0.01%
350
2759
$2.83K ﹤0.01%
70
+61
2760
$2.83K ﹤0.01%
43
2761
$2.83K ﹤0.01%
34
-43
2762
$2.82K ﹤0.01%
582
+498
2763
$2.82K ﹤0.01%
357
+115
2764
$2.82K ﹤0.01%
257
+178
2765
$2.81K ﹤0.01%
117
+24
2766
$2.8K ﹤0.01%
231
+217
2767
$2.79K ﹤0.01%
811
-397
2768
$2.79K ﹤0.01%
300
+44
2769
$2.79K ﹤0.01%
462
+453
2770
$2.79K ﹤0.01%
48
+12
2771
$2.78K ﹤0.01%
22
+14
2772
$2.78K ﹤0.01%
+240
2773
$2.76K ﹤0.01%
602
+581
2774
$2.76K ﹤0.01%
35
-8
2775
$2.74K ﹤0.01%
345
+332
109 110
111
112 113