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
3001
$1.68K ﹤0.01%
341
-91
3002
$1.68K ﹤0.01%
310
-466
3003
$1.67K ﹤0.01%
53
+10
3004
$1.67K ﹤0.01%
59
+10
3005
$1.67K ﹤0.01%
+513
3006
$1.67K ﹤0.01%
41
-3
3007
$1.67K ﹤0.01%
476
+127
3008
$1.65K ﹤0.01%
45
+20
3009
$1.64K ﹤0.01%
20
3010
$1.64K ﹤0.01%
+26
3011
$1.63K ﹤0.01%
+51
3012
$1.63K ﹤0.01%
66
-206
3013
$1.63K ﹤0.01%
+74
3014
$1.63K ﹤0.01%
297
+97
3015
$1.62K ﹤0.01%
104
+71
3016
$1.61K ﹤0.01%
266
-137
3017
$1.61K ﹤0.01%
19
-13
3018
$1.61K ﹤0.01%
8
-325
3019
$1.61K ﹤0.01%
242
+118
3020
$1.61K ﹤0.01%
42
+24
3021
$1.61K ﹤0.01%
141
3022
$1.6K ﹤0.01%
98
-19
3023
$1.6K ﹤0.01%
202
+4
3024
$1.59K ﹤0.01%
523
+330
3025
$1.59K ﹤0.01%
1,042
+855
119 120
121
122 123