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
2976
$1.77K ﹤0.01%
86
+21
2977
$1.76K ﹤0.01%
39
+24
2978
$1.76K ﹤0.01%
41
2979
$1.75K ﹤0.01%
+799
2980
$1.75K ﹤0.01%
274
-217
2981
$1.74K ﹤0.01%
336
+36
2982
$1.74K ﹤0.01%
346
-1,451
2983
$1.74K ﹤0.01%
428
+414
2984
$1.73K ﹤0.01%
111
+59
2985
$1.71K ﹤0.01%
33
-1,149
2986
$1.71K ﹤0.01%
68
+11
2987
$1.71K ﹤0.01%
1,486
+1,210
2988
$1.71K ﹤0.01%
53
+26
2989
$1.7K ﹤0.01%
192
-165
2990
$1.7K ﹤0.01%
285
+145
2991
$1.7K ﹤0.01%
29
+2
2992
$1.7K ﹤0.01%
65
-388
2993
$1.7K ﹤0.01%
202
+198
2994
$1.69K ﹤0.01%
156
+129
2995
$1.69K ﹤0.01%
144
+53
2996
$1.69K ﹤0.01%
75
+68
2997
$1.69K ﹤0.01%
173
+16
2998
$1.68K ﹤0.01%
71
+70
2999
$1.68K ﹤0.01%
94
+88
3000
$1.68K ﹤0.01%
504
+367
118 119
120
121 122