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
1001
$79.7K ﹤0.01%
1,018
+247
1002
$79.7K ﹤0.01%
2,402
-1,033
1003
$79.4K ﹤0.01%
1,046
1004
$79.1K ﹤0.01%
1,072
-836
1005
$78.6K ﹤0.01%
7,036
+1,724
1006
$78.5K ﹤0.01%
371
-138
1007
$78.3K ﹤0.01%
1,008
-775
1008
$78.1K ﹤0.01%
1,006
+146
1009
$77.9K ﹤0.01%
231
+2
1010
$77.8K ﹤0.01%
211
+86
1011
$77.7K ﹤0.01%
3,176
1012
$77.7K ﹤0.01%
1,856
+1,839
1013
$77.5K ﹤0.01%
2,034
+449
1014
$77.1K ﹤0.01%
1,295
1015
$76.8K ﹤0.01%
1,510
+1,505
1016
$76.7K ﹤0.01%
3,878
-195
1017
$76.6K ﹤0.01%
728
+278
1018
$76.6K ﹤0.01%
1,376
+957
1019
$76.4K ﹤0.01%
1,701
-5,601
1020
$76.3K ﹤0.01%
5,500
+1,000
1021
$76.3K ﹤0.01%
1,828
+498
1022
$75.7K ﹤0.01%
715
+193
1023
$75.6K ﹤0.01%
288
+140
1024
$75.5K ﹤0.01%
3,200
1025
$75.5K ﹤0.01%
726
+165
39 40
41
42 43