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
1076
$69K ﹤0.01%
659
-1,264
1077
$68.6K ﹤0.01%
392
+13
1078
$68.3K ﹤0.01%
60,427
+164
1079
$68.1K ﹤0.01%
5,715
+559
1080
$68.1K ﹤0.01%
727
-637
1081
$67.7K ﹤0.01%
691
-88
1082
$67.6K ﹤0.01%
1,092
+734
1083
$67.4K ﹤0.01%
4,000
1084
$67.1K ﹤0.01%
2,116
+438
1085
$66.9K ﹤0.01%
1,379
-351
1086
$66.9K ﹤0.01%
1,499
+92
1087
$66.8K ﹤0.01%
8,250
+750
1088
$66.7K ﹤0.01%
3,666
-312
1089
$66.6K ﹤0.01%
482
+353
1090
$66.6K ﹤0.01%
5,360
-935
1091
$66.5K ﹤0.01%
557
+285
1092
$66.5K ﹤0.01%
1,982
+1,802
1093
$66.4K ﹤0.01%
301
+164
1094
$66.4K ﹤0.01%
413
+56
1095
$65.9K ﹤0.01%
1,745
1096
$65.9K ﹤0.01%
12,507
+4,213
1097
$65.9K ﹤0.01%
938
+422
1098
$65.7K ﹤0.01%
1,562
-230
1099
$65.7K ﹤0.01%
2,016
1100
$65.5K ﹤0.01%
250
+148
42 43
44
45 46