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
3201
$1.07K ﹤0.01%
21
+20
3202
$1.07K ﹤0.01%
+38
3203
$1.07K ﹤0.01%
13
3204
$1.06K ﹤0.01%
75
+70
3205
$1.06K ﹤0.01%
49
+23
3206
$1.06K ﹤0.01%
39
+13
3207
$1.05K ﹤0.01%
70
+45
3208
$1.05K ﹤0.01%
30
3209
$1.05K ﹤0.01%
38
3210
$1.04K ﹤0.01%
143
-155
3211
$1.04K ﹤0.01%
+30
3212
$1.04K ﹤0.01%
73
+58
3213
$1.03K ﹤0.01%
+209
3214
$1.03K ﹤0.01%
34
+14
3215
$1.03K ﹤0.01%
77
-99
3216
$1.02K ﹤0.01%
255
3217
$1.02K ﹤0.01%
95
-100
3218
$1.02K ﹤0.01%
118
-110
3219
$1.02K ﹤0.01%
+25
3220
$1.01K ﹤0.01%
75
3221
$1.01K ﹤0.01%
20
-39
3222
$1.01K ﹤0.01%
+96
3223
$1.01K ﹤0.01%
262
+121
3224
$1.01K ﹤0.01%
19
+7
3225
$1K ﹤0.01%
26
127 128
129
130 131