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
3176
$1.14K ﹤0.01%
+338
3177
$1.14K ﹤0.01%
26
+12
3178
$1.14K ﹤0.01%
17
+10
3179
$1.14K ﹤0.01%
39
+5
3180
$1.14K ﹤0.01%
+272
3181
$1.14K ﹤0.01%
81
+59
3182
$1.14K ﹤0.01%
250
3183
$1.13K ﹤0.01%
19
3184
$1.13K ﹤0.01%
275
+168
3185
$1.13K ﹤0.01%
+774
3186
$1.12K ﹤0.01%
119
-8
3187
$1.11K ﹤0.01%
61
+48
3188
$1.11K ﹤0.01%
152
+151
3189
$1.11K ﹤0.01%
41
+36
3190
$1.1K ﹤0.01%
62
-2
3191
$1.1K ﹤0.01%
183
+31
3192
$1.1K ﹤0.01%
146
+61
3193
$1.1K ﹤0.01%
49
-111
3194
$1.1K ﹤0.01%
102
+98
3195
$1.1K ﹤0.01%
333
+41
3196
$1.1K ﹤0.01%
+180
3197
$1.09K ﹤0.01%
+252
3198
$1.08K ﹤0.01%
22
+11
3199
$1.08K ﹤0.01%
35
+7
3200
$1.08K ﹤0.01%
53
-11
126 127
128
129 130