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
3151
$1.22K ﹤0.01%
125
+70
3152
$1.22K ﹤0.01%
312
-20
3153
$1.21K ﹤0.01%
+26
3154
$1.2K ﹤0.01%
80
-39
3155
$1.2K ﹤0.01%
+48
3156
$1.2K ﹤0.01%
41
-6
3157
$1.2K ﹤0.01%
+126
3158
$1.2K ﹤0.01%
+107
3159
$1.19K ﹤0.01%
327
+313
3160
$1.19K ﹤0.01%
34
+22
3161
$1.19K ﹤0.01%
+57
3162
$1.18K ﹤0.01%
+153
3163
$1.18K ﹤0.01%
18
-3
3164
$1.18K ﹤0.01%
662
-270
3165
$1.18K ﹤0.01%
102
+81
3166
$1.17K ﹤0.01%
954
+111
3167
$1.16K ﹤0.01%
76
+71
3168
$1.16K ﹤0.01%
73
+61
3169
$1.16K ﹤0.01%
23
-11
3170
$1.16K ﹤0.01%
90
-12
3171
$1.16K ﹤0.01%
35
-86
3172
$1.16K ﹤0.01%
109
3173
$1.15K ﹤0.01%
+104
3174
$1.15K ﹤0.01%
44
-39
3175
$1.15K ﹤0.01%
109
125 126
127
128 129