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
2851
$2.33K ﹤0.01%
68
-151
2852
$2.32K ﹤0.01%
29
-10
2853
$2.32K ﹤0.01%
80
+60
2854
$2.31K ﹤0.01%
146
+108
2855
$2.31K ﹤0.01%
1,043
-1,393
2856
$2.3K ﹤0.01%
141
+83
2857
$2.3K ﹤0.01%
+107
2858
$2.3K ﹤0.01%
120
+65
2859
$2.3K ﹤0.01%
+137
2860
$2.29K ﹤0.01%
+16
2861
$2.29K ﹤0.01%
87
+15
2862
$2.28K ﹤0.01%
397
+382
2863
$2.28K ﹤0.01%
568
+13
2864
$2.27K ﹤0.01%
53
-119
2865
$2.27K ﹤0.01%
201
+47
2866
$2.27K ﹤0.01%
318
+264
2867
$2.26K ﹤0.01%
158
-5
2868
$2.26K ﹤0.01%
20
+18
2869
$2.24K ﹤0.01%
39
+14
2870
$2.24K ﹤0.01%
152
+33
2871
$2.23K ﹤0.01%
93
+52
2872
$2.22K ﹤0.01%
360
+161
2873
$2.21K ﹤0.01%
13
+10
2874
$2.21K ﹤0.01%
167
+120
2875
$2.21K ﹤0.01%
207
+8
113 114
115
116 117