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
2926
$2.01K ﹤0.01%
+476
2927
$2.01K ﹤0.01%
173
-50
2928
$1.99K ﹤0.01%
133
-31
2929
$1.99K ﹤0.01%
2,522
+1,840
2930
$1.99K ﹤0.01%
5
+4
2931
$1.99K ﹤0.01%
925
+674
2932
$1.97K ﹤0.01%
675
+499
2933
$1.97K ﹤0.01%
+84
2934
$1.96K ﹤0.01%
95
+81
2935
$1.95K ﹤0.01%
1,062
+750
2936
$1.95K ﹤0.01%
240
+164
2937
$1.95K ﹤0.01%
1,160
+1,018
2938
$1.95K ﹤0.01%
1,694
2939
$1.95K ﹤0.01%
607
+288
2940
$1.95K ﹤0.01%
58
+28
2941
$1.94K ﹤0.01%
66
2942
$1.93K ﹤0.01%
160
+143
2943
$1.93K ﹤0.01%
170
-29
2944
$1.93K ﹤0.01%
48
-5
2945
$1.93K ﹤0.01%
42
+4
2946
$1.92K ﹤0.01%
49
-86
2947
$1.91K ﹤0.01%
11
-1
2948
$1.89K ﹤0.01%
1,562
+1,557
2949
$1.88K ﹤0.01%
615
+580
2950
$1.86K ﹤0.01%
46
-8
116 117
118
119 120