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
1151
$59.8K ﹤0.01%
385
+243
1152
$59.7K ﹤0.01%
1,042
+254
1153
$59.6K ﹤0.01%
892
+292
1154
$59.4K ﹤0.01%
1,191
+650
1155
$59.4K ﹤0.01%
820
+438
1156
$59.3K ﹤0.01%
6,118
+1,123
1157
$59.3K ﹤0.01%
1,784
+1,327
1158
$59.2K ﹤0.01%
783
+155
1159
$59.2K ﹤0.01%
2,388
+52
1160
$59.1K ﹤0.01%
1,252
+825
1161
$59K ﹤0.01%
4,400
1162
$58.8K ﹤0.01%
4,200
+200
1163
$58.6K ﹤0.01%
3,015
+1,472
1164
$58.6K ﹤0.01%
719
+65
1165
$58.6K ﹤0.01%
652
+145
1166
$58.4K ﹤0.01%
599
-455
1167
$58.3K ﹤0.01%
1,461
-2,078
1168
$58.2K ﹤0.01%
2,891
+2,788
1169
$58K ﹤0.01%
330
+133
1170
$58K ﹤0.01%
863
+245
1171
$57.6K ﹤0.01%
598
+248
1172
$57.5K ﹤0.01%
1,114
+135
1173
$57K ﹤0.01%
749
+62
1174
$56.8K ﹤0.01%
581
+71
1175
$56.7K ﹤0.01%
1,117
+346
45 46
47
48 49