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
2876
$2.21K ﹤0.01%
239
+231
2877
$2.2K ﹤0.01%
386
+380
2878
$2.2K ﹤0.01%
79
+56
2879
$2.2K ﹤0.01%
102
2880
$2.2K ﹤0.01%
31
-13
2881
$2.19K ﹤0.01%
403
+98
2882
$2.18K ﹤0.01%
76
+25
2883
$2.18K ﹤0.01%
215
+173
2884
$2.18K ﹤0.01%
244
+148
2885
$2.17K ﹤0.01%
9
+8
2886
$2.17K ﹤0.01%
74
2887
$2.16K ﹤0.01%
1,251
+1,177
2888
$2.16K ﹤0.01%
+483
2889
$2.16K ﹤0.01%
42
2890
$2.16K ﹤0.01%
79
+39
2891
$2.16K ﹤0.01%
452
+103
2892
$2.16K ﹤0.01%
43
+22
2893
$2.15K ﹤0.01%
53
2894
$2.15K ﹤0.01%
55
-24
2895
$2.15K ﹤0.01%
1,546
+1,027
2896
$2.14K ﹤0.01%
534
+449
2897
$2.13K ﹤0.01%
126
+114
2898
$2.13K ﹤0.01%
145
+105
2899
$2.13K ﹤0.01%
48
2900
$2.11K ﹤0.01%
248
+222
114 115
116
117 118