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
3026
$1.59K ﹤0.01%
248
+237
3027
$1.59K ﹤0.01%
+319
3028
$1.59K ﹤0.01%
62
+60
3029
$1.59K ﹤0.01%
152
+150
3030
$1.59K ﹤0.01%
37
-7
3031
$1.58K ﹤0.01%
322
+317
3032
$1.58K ﹤0.01%
154
-26
3033
$1.57K ﹤0.01%
100
+80
3034
$1.57K ﹤0.01%
29
3035
$1.57K ﹤0.01%
35
-5
3036
$1.57K ﹤0.01%
42
+29
3037
$1.57K ﹤0.01%
272
-585
3038
$1.57K ﹤0.01%
180
+135
3039
$1.57K ﹤0.01%
9
-124
3040
$1.56K ﹤0.01%
+45
3041
$1.56K ﹤0.01%
59
+44
3042
$1.56K ﹤0.01%
+418
3043
$1.56K ﹤0.01%
39
+24
3044
$1.56K ﹤0.01%
75
-219
3045
$1.56K ﹤0.01%
841
-132
3046
$1.55K ﹤0.01%
56
-10
3047
$1.55K ﹤0.01%
61
+29
3048
$1.55K ﹤0.01%
66
+15
3049
$1.54K ﹤0.01%
39
3050
$1.54K ﹤0.01%
56
120 121
122
123 124