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
1101
$65.5K ﹤0.01%
1,197
-536
1102
$65.5K ﹤0.01%
10,000
1103
$65.5K ﹤0.01%
1,131
-72
1104
$65.4K ﹤0.01%
597
+90
1105
$65.4K ﹤0.01%
1,669
+541
1106
$65.2K ﹤0.01%
746
-11
1107
$64.8K ﹤0.01%
389
+205
1108
$64.8K ﹤0.01%
418
+147
1109
$64.7K ﹤0.01%
374
+66
1110
$64.7K ﹤0.01%
374
-647
1111
$64.7K ﹤0.01%
482
1112
$64.4K ﹤0.01%
1,510
-3,443
1113
$64.4K ﹤0.01%
2,427
+1,004
1114
$64.4K ﹤0.01%
11,575
+78
1115
$64.3K ﹤0.01%
1,098
+1,000
1116
$64.3K ﹤0.01%
5,236
+2,997
1117
$64.2K ﹤0.01%
614
+387
1118
$64.2K ﹤0.01%
1,054
+81
1119
$63.9K ﹤0.01%
531
-562
1120
$63.7K ﹤0.01%
1,204
+394
1121
$63.5K ﹤0.01%
1,739
+110
1122
$63.4K ﹤0.01%
689
+9
1123
$63K ﹤0.01%
689
+381
1124
$63K ﹤0.01%
1,290
1125
$62.8K ﹤0.01%
5,000
-429
43 44
45
46 47