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
3101
$1.37K ﹤0.01%
21
+16
3102
$1.36K ﹤0.01%
51
-3,414
3103
$1.35K ﹤0.01%
848
+826
3104
$1.34K ﹤0.01%
+508
3105
$1.33K ﹤0.01%
+102
3106
$1.33K ﹤0.01%
159
+42
3107
$1.32K ﹤0.01%
103
-52
3108
$1.32K ﹤0.01%
166
-67
3109
$1.32K ﹤0.01%
874
-5
3110
$1.32K ﹤0.01%
644
+641
3111
$1.32K ﹤0.01%
+181
3112
$1.31K ﹤0.01%
244
+215
3113
$1.31K ﹤0.01%
449
-75
3114
$1.31K ﹤0.01%
106
-52
3115
$1.31K ﹤0.01%
252
3116
$1.31K ﹤0.01%
12
-3,472
3117
$1.31K ﹤0.01%
282
-218
3118
$1.3K ﹤0.01%
+376
3119
$1.3K ﹤0.01%
55
-26
3120
$1.3K ﹤0.01%
156
+64
3121
$1.3K ﹤0.01%
90
+38
3122
$1.3K ﹤0.01%
36
+22
3123
$1.3K ﹤0.01%
475
+361
3124
$1.3K ﹤0.01%
183
-1,464
3125
$1.29K ﹤0.01%
183
+56
123 124
125
126 127