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
3076
$1.45K ﹤0.01%
20
+10
3077
$1.45K ﹤0.01%
24
3078
$1.45K ﹤0.01%
+36
3079
$1.45K ﹤0.01%
39
3080
$1.45K ﹤0.01%
232
+38
3081
$1.43K ﹤0.01%
74
+3
3082
$1.43K ﹤0.01%
76
+40
3083
$1.42K ﹤0.01%
79
+16
3084
$1.42K ﹤0.01%
952
+197
3085
$1.42K ﹤0.01%
13
+12
3086
$1.42K ﹤0.01%
+33
3087
$1.41K ﹤0.01%
+168
3088
$1.41K ﹤0.01%
204
+194
3089
$1.4K ﹤0.01%
563
+9
3090
$1.4K ﹤0.01%
+39
3091
$1.4K ﹤0.01%
506
+446
3092
$1.39K ﹤0.01%
229
+34
3093
$1.39K ﹤0.01%
185
-310
3094
$1.39K ﹤0.01%
+376
3095
$1.39K ﹤0.01%
38
-330
3096
$1.38K ﹤0.01%
50
3097
$1.38K ﹤0.01%
13
-5
3098
$1.38K ﹤0.01%
+203
3099
$1.38K ﹤0.01%
38
+25
3100
$1.38K ﹤0.01%
517
+483
122 123
124
125 126