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
976
$84.6K ﹤0.01%
4,636
-6,170
977
$84.5K ﹤0.01%
4,354
-2,397
978
$84.2K ﹤0.01%
+3,746
979
$84.2K ﹤0.01%
+2,418
980
$84K ﹤0.01%
2,727
+740
981
$83.7K ﹤0.01%
2,443
+12
982
$83.6K ﹤0.01%
230
+19
983
$83.5K ﹤0.01%
1,222
+525
984
$83.3K ﹤0.01%
1,023
-12
985
$82.8K ﹤0.01%
3,899
-157
986
$82.6K ﹤0.01%
4,000
987
$82.5K ﹤0.01%
892
+594
988
$82.2K ﹤0.01%
557
+264
989
$81.7K ﹤0.01%
+4,000
990
$81.4K ﹤0.01%
551
+216
991
$81.4K ﹤0.01%
1,336
+501
992
$81.3K ﹤0.01%
2,500
993
$81.3K ﹤0.01%
7,576
-9,725
994
$81.2K ﹤0.01%
5,000
995
$80.9K ﹤0.01%
432
-432
996
$80.5K ﹤0.01%
2,405
+515
997
$80.4K ﹤0.01%
742
+258
998
$80.4K ﹤0.01%
642
+106
999
$80.2K ﹤0.01%
1,656
+35
1000
$80.2K ﹤0.01%
1,541
-188
38 39
40
41 42