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
2776
$2.73K ﹤0.01%
193
+116
2777
$2.73K ﹤0.01%
37
2778
$2.73K ﹤0.01%
215
+55
2779
$2.73K ﹤0.01%
336
+105
2780
$2.72K ﹤0.01%
79
+29
2781
$2.72K ﹤0.01%
131
+70
2782
$2.71K ﹤0.01%
44
2783
$2.71K ﹤0.01%
53
+15
2784
$2.7K ﹤0.01%
+165
2785
$2.7K ﹤0.01%
294
-104
2786
$2.69K ﹤0.01%
76
+72
2787
$2.69K ﹤0.01%
134
+30
2788
$2.69K ﹤0.01%
712
2789
$2.69K ﹤0.01%
32
-3
2790
$2.68K ﹤0.01%
11
-32
2791
$2.67K ﹤0.01%
241
+9
2792
$2.66K ﹤0.01%
+100
2793
$2.65K ﹤0.01%
+37
2794
$2.65K ﹤0.01%
126
-21
2795
$2.65K ﹤0.01%
709
+512
2796
$2.65K ﹤0.01%
100
2797
$2.64K ﹤0.01%
66
+48
2798
$2.64K ﹤0.01%
234
-34
2799
$2.63K ﹤0.01%
133
-33
2800
$2.63K ﹤0.01%
143
-33
110 111
112
113 114