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
2826
$2.5K ﹤0.01%
27
-6
2827
$2.5K ﹤0.01%
73
-23
2828
$2.49K ﹤0.01%
51
+15
2829
$2.49K ﹤0.01%
1,414
-10,010
2830
$2.48K ﹤0.01%
392
+32
2831
$2.48K ﹤0.01%
100
-63
2832
$2.48K ﹤0.01%
103
+13
2833
$2.48K ﹤0.01%
192
-24
2834
$2.48K ﹤0.01%
360
+168
2835
$2.47K ﹤0.01%
51
-2
2836
$2.47K ﹤0.01%
480
-830
2837
$2.46K ﹤0.01%
77
+46
2838
$2.45K ﹤0.01%
172
-12
2839
$2.44K ﹤0.01%
74
+4
2840
$2.42K ﹤0.01%
100
2841
$2.41K ﹤0.01%
+99
2842
$2.4K ﹤0.01%
879
-48
2843
$2.39K ﹤0.01%
+97
2844
$2.39K ﹤0.01%
522
+430
2845
$2.38K ﹤0.01%
24
-12
2846
$2.38K ﹤0.01%
71
-16
2847
$2.38K ﹤0.01%
47
2848
$2.38K ﹤0.01%
188
-584
2849
$2.33K ﹤0.01%
30
+22
2850
$2.33K ﹤0.01%
60
-128
112 113
114
115 116