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
2901
$2.1K ﹤0.01%
164
+45
2902
$2.1K ﹤0.01%
294
+282
2903
$2.1K ﹤0.01%
82
+59
2904
$2.09K ﹤0.01%
123
-117
2905
$2.09K ﹤0.01%
25
-7
2906
$2.09K ﹤0.01%
246
+136
2907
$2.08K ﹤0.01%
47
+21
2908
$2.08K ﹤0.01%
85
+64
2909
$2.08K ﹤0.01%
56
-9
2910
$2.08K ﹤0.01%
99
-91
2911
$2.08K ﹤0.01%
23
+15
2912
$2.08K ﹤0.01%
1,515
+1,509
2913
$2.07K ﹤0.01%
619
+347
2914
$2.07K ﹤0.01%
55
+53
2915
$2.06K ﹤0.01%
318
-3
2916
$2.05K ﹤0.01%
3,096
+2,995
2917
$2.05K ﹤0.01%
473
+336
2918
$2.05K ﹤0.01%
+65
2919
$2.03K ﹤0.01%
+100
2920
$2.03K ﹤0.01%
305
+163
2921
$2.02K ﹤0.01%
6
+1
2922
$2.02K ﹤0.01%
47
+10
2923
$2.02K ﹤0.01%
+83
2924
$2.02K ﹤0.01%
311
+70
2925
$2.01K ﹤0.01%
1,012
+1,006
115 116
117
118 119