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
1126
$62.6K ﹤0.01%
968
+431
1127
$62.5K ﹤0.01%
840
-78
1128
$62.3K ﹤0.01%
706
-82
1129
$62.1K ﹤0.01%
135
+44
1130
$62.1K ﹤0.01%
1,551
+145
1131
$62.1K ﹤0.01%
4,234
-22
1132
$62.1K ﹤0.01%
10,500
+1,000
1133
$61.9K ﹤0.01%
6,468
+263
1134
$61.8K ﹤0.01%
1,998
+875
1135
$61.7K ﹤0.01%
50
-811
1136
$61.7K ﹤0.01%
33
+17
1137
$61.3K ﹤0.01%
199
+80
1138
$61.2K ﹤0.01%
2,066
+588
1139
$61.1K ﹤0.01%
452
+129
1140
$60.9K ﹤0.01%
1,684
+561
1141
$60.7K ﹤0.01%
2,750
1142
$60.6K ﹤0.01%
3,920
+437
1143
$60.6K ﹤0.01%
1,633
+459
1144
$60.6K ﹤0.01%
2,989
+153
1145
$60.5K ﹤0.01%
428
+97
1146
$60.3K ﹤0.01%
2,070
1147
$60.3K ﹤0.01%
5,263
-2,299
1148
$60K ﹤0.01%
507
+158
1149
$59.9K ﹤0.01%
2,727
+1,116
1150
$59.9K ﹤0.01%
1,299
+11
44 45
46
47 48