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
2951
$1.85K ﹤0.01%
156
+125
2952
$1.85K ﹤0.01%
50
+49
2953
$1.85K ﹤0.01%
296
-103
2954
$1.84K ﹤0.01%
57
+34
2955
$1.84K ﹤0.01%
+666
2956
$1.84K ﹤0.01%
136
+53
2957
$1.84K ﹤0.01%
113
+94
2958
$1.84K ﹤0.01%
192
+3
2959
$1.84K ﹤0.01%
86
2960
$1.83K ﹤0.01%
61
2961
$1.83K ﹤0.01%
96
+58
2962
$1.82K ﹤0.01%
78
-83
2963
$1.82K ﹤0.01%
301
+214
2964
$1.82K ﹤0.01%
+69
2965
$1.82K ﹤0.01%
346
+105
2966
$1.82K ﹤0.01%
217
-7
2967
$1.81K ﹤0.01%
74
-21
2968
$1.8K ﹤0.01%
137
+82
2969
$1.8K ﹤0.01%
20
2970
$1.8K ﹤0.01%
34
-6
2971
$1.79K ﹤0.01%
239
+47
2972
$1.79K ﹤0.01%
604
+18
2973
$1.79K ﹤0.01%
39
-264
2974
$1.79K ﹤0.01%
72
+24
2975
$1.78K ﹤0.01%
41
+40
117 118
119
120 121