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
926
$97K 0.01%
1,237
927
$96.9K 0.01%
6,700
928
$96.7K 0.01%
2,943
+121
929
$95.4K 0.01%
2,039
-47
930
$94.5K 0.01%
947
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931
$93.1K 0.01%
2,744
-1,478
932
$92.7K 0.01%
3,209
+943
933
$92.5K 0.01%
373
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934
$92.2K 0.01%
615
+133
935
$92.2K 0.01%
7,477
936
$92K 0.01%
3,479
+1,864
937
$91.7K 0.01%
2,479
+188
938
$91.6K 0.01%
14,732
+369
939
$91.4K 0.01%
+1,400
940
$91.4K 0.01%
2,972
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941
$91.2K 0.01%
3,967
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942
$90.9K 0.01%
1,833
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943
$90.6K 0.01%
2,870
+1,228
944
$90.5K 0.01%
340
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945
$90.5K 0.01%
1,608
+325
946
$90.4K 0.01%
697
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947
$90.3K 0.01%
896
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948
$90K ﹤0.01%
689
+113
949
$89.9K ﹤0.01%
550
+421
950
$89.9K ﹤0.01%
2,224
-144
36 37
38
39 40