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
901
$102K 0.01%
822
+332
902
$102K 0.01%
1,384
+537
903
$102K 0.01%
1,071
+238
904
$102K 0.01%
1,437
+803
905
$101K 0.01%
536
906
$101K 0.01%
1,639
-2,414
907
$101K 0.01%
2,592
908
$101K 0.01%
735
+318
909
$100K 0.01%
2,614
+3
910
$100K 0.01%
1,001
+3
911
$99.9K 0.01%
13,973
+3,249
912
$99.6K 0.01%
16,203
+1,028
913
$99.4K 0.01%
1,579
-111
914
$99.3K 0.01%
1,423
+197
915
$99.3K 0.01%
1,888
+358
916
$99.2K 0.01%
580
+20
917
$99.1K 0.01%
1,523
+204
918
$99K 0.01%
5,000
+1,000
919
$98.1K 0.01%
1,068
-479
920
$98K 0.01%
988
+570
921
$98K 0.01%
1,161
+443
922
$97.8K 0.01%
1,181
+164
923
$97.3K 0.01%
6,541
+1,351
924
$97.2K 0.01%
+1,217
925
$97K 0.01%
25,000
35 36
37
38 39