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
3051
$1.54K ﹤0.01%
299
+40
3052
$1.53K ﹤0.01%
137
+42
3053
$1.52K ﹤0.01%
64
+41
3054
$1.52K ﹤0.01%
21
+16
3055
$1.52K ﹤0.01%
466
3056
$1.52K ﹤0.01%
77
+15
3057
$1.51K ﹤0.01%
53
+2
3058
$1.51K ﹤0.01%
500
+460
3059
$1.51K ﹤0.01%
21
+9
3060
$1.51K ﹤0.01%
87
+41
3061
$1.51K ﹤0.01%
134
+95
3062
$1.51K ﹤0.01%
328
-864
3063
$1.5K ﹤0.01%
193
+149
3064
$1.5K ﹤0.01%
+38
3065
$1.49K ﹤0.01%
+219
3066
$1.49K ﹤0.01%
86
+1
3067
$1.49K ﹤0.01%
36
3068
$1.49K ﹤0.01%
223
+136
3069
$1.48K ﹤0.01%
172
+113
3070
$1.48K ﹤0.01%
501
+323
3071
$1.48K ﹤0.01%
+113
3072
$1.48K ﹤0.01%
50
+3
3073
$1.48K ﹤0.01%
36
-5
3074
$1.46K ﹤0.01%
237
+52
3075
$1.45K ﹤0.01%
+118
121 122
123
124 125