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
3126
$1.29K ﹤0.01%
51
+44
3127
$1.29K ﹤0.01%
+69
3128
$1.29K ﹤0.01%
14
3129
$1.29K ﹤0.01%
57
+37
3130
$1.29K ﹤0.01%
1,593
+314
3131
$1.28K ﹤0.01%
177
+122
3132
$1.28K ﹤0.01%
75
-20
3133
$1.28K ﹤0.01%
52
+43
3134
$1.28K ﹤0.01%
96
-2,437
3135
$1.27K ﹤0.01%
15
+13
3136
$1.27K ﹤0.01%
392
-1
3137
$1.27K ﹤0.01%
4
+2
3138
$1.27K ﹤0.01%
+156
3139
$1.27K ﹤0.01%
1,123
+199
3140
$1.26K ﹤0.01%
116
-26
3141
$1.26K ﹤0.01%
24
+8
3142
$1.26K ﹤0.01%
8
-117
3143
$1.24K ﹤0.01%
31
+11
3144
$1.24K ﹤0.01%
86
+17
3145
$1.24K ﹤0.01%
387
-92
3146
$1.23K ﹤0.01%
13
+2
3147
$1.23K ﹤0.01%
527
-1,275
3148
$1.23K ﹤0.01%
65
+49
3149
$1.23K ﹤0.01%
19
-242
3150
$1.22K ﹤0.01%
20
+13
124 125
126
127 128