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
1026
$75.2K ﹤0.01%
+3,017
1027
$75.2K ﹤0.01%
1,506
-4
1028
$75K ﹤0.01%
2,002
+174
1029
$74.8K ﹤0.01%
7,500
-2,238
1030
$74.8K ﹤0.01%
1,216
+175
1031
$74.7K ﹤0.01%
895
+35
1032
$74.6K ﹤0.01%
1,119
+1,011
1033
$74.6K ﹤0.01%
1,985
1034
$74.4K ﹤0.01%
2,043
-764
1035
$74.4K ﹤0.01%
5,188
+448
1036
$74.4K ﹤0.01%
754
+260
1037
$74.2K ﹤0.01%
56
+25
1038
$74.1K ﹤0.01%
1,423
+435
1039
$73.9K ﹤0.01%
3,780
+679
1040
$73.7K ﹤0.01%
1,800
1041
$73.7K ﹤0.01%
1,099
-38
1042
$73.6K ﹤0.01%
1,461
+16
1043
$73.6K ﹤0.01%
1,159
-224
1044
$73.4K ﹤0.01%
718
-82
1045
$73.3K ﹤0.01%
3,082
-1,707
1046
$73.1K ﹤0.01%
589
-31
1047
$72.6K ﹤0.01%
940
-4,429
1048
$72.6K ﹤0.01%
868
+570
1049
$72.4K ﹤0.01%
1,105
+628
1050
$72.2K ﹤0.01%
207
+74
40 41
42
43 44