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
1051
$71.9K ﹤0.01%
546
+181
1052
$71.9K ﹤0.01%
1,516
-6
1053
$71.9K ﹤0.01%
617
+81
1054
$71.7K ﹤0.01%
3,261
+1,474
1055
$71.6K ﹤0.01%
735
+92
1056
$71.6K ﹤0.01%
+1,000
1057
$71.6K ﹤0.01%
1,793
+1,570
1058
$71.6K ﹤0.01%
4,236
-8,169
1059
$71.3K ﹤0.01%
633
+183
1060
$71.1K ﹤0.01%
1,685
+939
1061
$70.8K ﹤0.01%
630
-41
1062
$70.6K ﹤0.01%
565
-5
1063
$70.3K ﹤0.01%
7,498
+1,711
1064
$70.2K ﹤0.01%
784
-692
1065
$70.2K ﹤0.01%
473
1066
$70.1K ﹤0.01%
718
+46
1067
$69.9K ﹤0.01%
11,599
+1,520
1068
$69.9K ﹤0.01%
713
-2
1069
$69.8K ﹤0.01%
10,000
1070
$69.8K ﹤0.01%
4,600
+863
1071
$69.6K ﹤0.01%
12,628
+3,421
1072
$69.5K ﹤0.01%
1,623
+475
1073
$69.3K ﹤0.01%
117
-4
1074
$69.3K ﹤0.01%
499
+137
1075
$69.2K ﹤0.01%
1,577
-66
41 42
43
44 45